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Investor Pulse: Survey Results

In the face of challenging global economic conditions and a new world of investing, BlackRock wanted to know what was on the minds of investors. How are investors feeling about meeting long-term financial goals, especially retirement? What are key concerns about the current investment environment? How willing are investors to make portfolio adjustments to capture opportunity?

Our annual Investor Pulse survey provides answers to these questions that are on the minds of investors today. We conducted this research in summer and fall of 2013 with 4,000 U.S.-based investors and 500 financial advisors.

Investing involves risk, including possible loss of principal.

This is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Any opinions expressed are as of October 2013 and may change as subsequent conditions vary. The information and opinions contained in this paper are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. This content may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this paper is at the sole discretion of the reader. The information provided here is neither tax nor legal advice. Investors should speak to their tax professional for specific information regarding their tax situation.

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