Because Your Goals Are Bigger Than a Benchmark
The investing world has changed since 2008 — and so have investors’ expectations. A distrust of markets in a post-crisis world has engendered skepticism around the benchmarks that measure them. Beating a market average no longer implies investment success.
Investors are increasingly measuring an investment’s merit by its ability to help them meet their financial goals — whether that be to generate an income stream, preserve capital or grow assets within a certain risk profile. BlackRock is meeting the challenge by offering investment strategies that set their sights beyond benchmarks, instead aiming for the outcomes — the real results — that matter most to investors.
- Market benchmarks were not conceived to specifically address investor challenges.
- “Unconstrained” strategies that seek an outcome without the limitations of a single broad-benchmark are an attractive alternative to the traditional approach.
- Changes in the fixed income market created two challenges: increased interest rate risk and limited income potential. BlackRock offers options to address both.
- Global multi-asset strategies, meanwhile, aim to address the investor need for growth with less volatility — without the constraints of any one benchmark.