Global Institutional Website Attestation
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Access Subject to Local Restrictions
The information contained on the LifePath Paycheck website is intended for the following audiences in the U.S. only: Eligible collective investment fund investors who are: (1) U.S. retirement, pension, profit-sharing or stock bonus plans that are qualified under Internal Revenue Code (“IRC”) Section 401(a) and tax-exempt under IRC Section 501(a); or (2) U.S. Governmental 457(b) plans.
The information contained on all other websites denoted as “Institutional” in the top right corner is intended for the following audience in the U.S. only: institutional investors including any: (A) person described in FINRA Rule 4512(c), regardless of whether the person has an account with a member; (B) governmental entity or subdivision thereof; (C) employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans; (D) qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans; (E) member or registered person of such a member; and (F) person acting solely on behalf of any such institutional investor.
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Our CSG team can analyze how your peers are investing, allocation choices, risk tolerance and how those decisions may perform, to provide actionable insights and solutions for your portfolio and broader enterprise.
Source: BlackRock. The charts above are for illustrative purposes only and do not depict actual data. Indexes are unmanaged. It is not possible to invest directly in an index.
Aladdin® is a tech platform that unifies the investment management process and centers around the whole portfolio, across public, private and future markets. Aladdin helps to illuminate potential outcomes you aspire to deliver on behalf of your end investors - for this era and the next.
Capital at risk. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.
The material is for information purposes only. It is not intended for and should not be distributed to, or relied upon by, members of the public.
It is not intended to be a forecast, research or investment advice, and is not a recommendation, or an offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Reliance upon information in this material is at the sole risk and discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any investor.
Past performance is not a reliable indicator of current or future results. Neither asset allocation nor diversification guarantee profit or prevent loss.
In the U.S., this material is for Institutional use only – not for public distribution.
In Canada, this material is intended for institutional investors only, is for educational purposes only, does not constitute investment advice and should not be construed as a solicitation or offering of units of any fund or other security in any jurisdiction.
The information provided here is neither tax nor legal advice and should not be relied on as such. Investment involves risk including possible loss of principal.
FOR INSTITUTIONAL, FINANCIAL PROFESSIONAL, PROFESSIONAL INVESTORS, PERMITTED CLIENT AND WHOLESALE INVESTOR USE ONLY. THIS MATERIAL IS NOT TO BE REPRODUCED OR DISTRIBUTED TO PERSONS OTHER THAN THE RECIPIENT.
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