Discuss with your financial planner today. He was Adjunct Professor of Quantitative Finance at the University of Rome from 2002 to 2006. I consult or invest on behalf of a financial institution. Read our latest coronavirus-related content. Read the prospectus carefully before investing. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. Previously, he was head of investments for European active equities. BlackRock Asset Management Canada Limited is the sub-advisor for Sun Life BlackRock Canadian Equity Fund. All other marks are the property of their respective owners. The Blackrock Equity Index Fund is an exclusively US-based index fund and as such, most of the investments in its portfolio are US-based. investment, market cap and category. shares) of companies domiciled in, listed in, or the main business of which is in, the United States of America. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Share this fund with your financial planner to find out how it can fit in your portfolio. Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Nov 30, 2020 out of 591, 12,176, 591, 183 and 591 Funds, respectively in Lipper's Multi-Cap Core Funds classification. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Visit your brokerage today to see how you can get started. Prior to joining BGI, Ms. Hawley was a project manager of credit risk modeling at Fair, Isaac. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. Mr. Mathieson's service with the firm dates back to 2002, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. For standardized performance, please see the Performance section above. Mr. Cooke's service with the firm dates back to 1999, including his years with Barclays Global Investors, where he managed US strategies within the Alpha Strategies Group. ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. She is responsible for SAE's ESG portfolios. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. © 2020 BlackRock, Inc. All rights reserved. BlackRock's staffers conceded the target was unrealistic after struggling to meet fundraising goals. All other marks are the property of their respective owners. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). Index returns are for illustrative purposes only. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. Review the MSCI methodology behind the Business Involvement metrics, using links below. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Mr. Mathieson qualified as a Chartered Accountant with PricewaterhouseCoopers in 2000, and holds a Bachelor of Accountancy from the University of Glasgow. All other marks are the property of their respective owners. MSCI has established an information barrier between equity index research and certain Information. Now the asset-management giant is setting its sights lower. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. The BlackRock Advantage ESG U.S. Equity Fund enables investors to do more with their money than simply seeking a financial return. According to recent data, US stocks account for nearly 98.5% of the total portfolio value. Investing involves risk, including possible loss of principal. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate metrics, and other factors. Fund Flash: BlackRock blockbuster funds to bet on bitcoin, PM becomes maths teacher. Past performance does not guarantee future results. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. Had sales charge been included, returns would have been lower. Non-US stocks, on the other hand, account for roughly 0.9%. The metrics below have been provided for transparency and informational purposes only. Performance chart data not available for display. This fund invests in the shares of US companies and aims to achieve a return that is consistent with the return of the FTSE All-World USA Index. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Mr. Savi earned a degree in electronic engineering from the University of Rome in 1997. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. All data is from MSCI ESG Fund Ratings as of Jan 7, 2021, based on holdings as of Aug 31, 2020. ZI BlackRock GF US Flexible Equity January 2021 Zurich fund information (as at 31/12/2020) Launch date 01/11/1998 Current bid USD 3.261 Fund size(m) USD 56.80 (as at 31/12/2020) The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. In his current role, Mr. Cooke is responsible for US and Canadian long-only and long-short strategies for retail and institutional clients. BlackRock lowers expectations on its private equity fund goals January 4, 2021 Having only managed to source roughly a third of its $12bn fundraising goal, BlackRock has now set its sights significan Sorry, you need to subscribe to read this article. The latest fund information for Aegon BlackRock US Equity Index (BLK) Pn W, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. According to a filing with the US Securities and Exchange Commission, ... Citywire A-rated Segal will come off the $1.8bn Neuberger Berman International Equity fund and the $154.1m Neuberger Berman International Select fund. Mr. Cooke holds an MSc in finance from London Business School, and has been a CFA charterholder since 2001. However, there are several other assets too. BlackRock Systematic Active Equity Investment Team, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. ©2020 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. For more information regarding a fund's investment strategy, please see the fund's prospectus. Msci has established an information barrier between Equity index research and certain information ordinary and... 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