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© 2021 BlackRock, Inc. All rights reserved.
This information should not be relied upon as investment advice, research, or a recommendation by BlackRock regarding (i) the Funds, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Only an investor and their financial professional know enough about their circumstances to make an investment decision.
Carefully consider the Funds within the model portfolios' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing.
The BlackRock Model Portfolios and third-party branded model portfolios that are provided by BlackRock exclusively to applicable platform users (“custom model portfolios”) are not personalized investment advice or an investment recommendation from BlackRock, and are intended for use only by a financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use the BlackRock Model Portfolios and custom model portfolios (collectively, “model portfolios”). BlackRock does not have investment discretion over, or place trade orders for, any portfolios or accounts derived from the model portfolios. BlackRock is not responsible for determining the appropriateness or suitability of the model portfolios or any of the securities included therein for any client of a financial professional. Information concerning the model portfolios – including holdings, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the model portfolios. Any performance shown for the model portfolios does not reflect actual trading, nor does it include brokerage fees, commissions, or any portfolio management overlay fee, which would further reduce returns. There is no guarantee that any investment strategy will be successful or achieve any particular level of results.
The model portfolios themselves are not funds, and the portfolio performance shown is hypothetical. Some of the BlackRock strategies, including certain strategies from which the custom model portfolios are derived, are also available as managed account strategies. Such managed account strategies have actual performance that may differ from, and in some cases may be lower than, the hypothetical performance of the model portfolios. Performance of such managed account strategies, which reflects the impact of advisory fees, trading, and other factors, is available upon request.
The custom model portfolios include investments in shares of funds. Clients will indirectly bear fund expenses in respect of portfolio assets allocated to funds, in addition to any fees payable associated with any applicable advisory or wrap program. BlackRock intends to allocate a significant percentage of the custom model portfolios to funds for which it and/or its affiliates serve as investment manager and/or are compensated for services provided to the funds ("BlackRock Affiliated Funds"). BlackRock has an incentive to (a) select BlackRock Affiliated Funds and (b) select BlackRock Affiliated Funds with higher fees over BlackRock Affiliated Funds with lower fees. The fees that BlackRock and its affiliates receive from investments in the BlackRock Affiliated Funds constitute BlackRock’s compensation with respect to the custom model portfolios. This may result in custom model portfolios that achieve a level of performance less favorable to the model portfolios, or reflect higher fees, than otherwise would be the case if BlackRock did not allocate to BlackRock Affiliated Funds
The third-party branded or BlackRock model portfolios (“custom model portfolios”) are provided by BlackRock exclusively to applicable platform users and are offered through third parties which are not affiliated with BlackRock. Custom model portfolios are subject to contractual instructions provided to BlackRock by the respective third-party firms. BlackRock does not endorse any custom model portfolios. Any custom model portfolios that are available in the tool may comprise a significant percentage of underlying BlackRock products.
55ip* is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. Such registration does not imply a certain level of skill or training. The BlackRock Model Portfolios are provided for illustrative and educational purposes only. The BlackRock Model Portfolios do not constitute research, investment advice, or an investment recommendation from BlackRock to any client of 55ip*, and are intended for use by 55ip*, with other information, as a resource to help build a portfolio or as an input in the development of investment advice from 55ip* to its own clients. 55ip* is responsible for making its own independent judgment as to how to use the BlackRock Model Portfolios. BlackRock does not have investment discretion over, or place trade orders for, any portfolios or accounts derived from the BlackRock Model Portfolios. BlackRock is not responsible for determining the appropriateness or suitability of the BlackRock Model Portfolios or any of the securities included therein for any client of 55ip*. Information and other marketing materials provided by BlackRock concerning the BlackRock Model Portfolios - including holdings, performance, and other characteristics - may vary materially from any portfolios or accounts derived from the BlackRock Model Portfolios. Any performance shown for the BlackRock Model Portfolios does not reflect actual trading, nor does it include brokerage fees, commissions, or any portfolio management overlay fee, which would further reduce returns. There is no guarantee that any investment strategy will be successful or achieve any particular level of results. The BlackRock Model Portfolios, allocations, and data are subject to change. The BlackRock Model Portfolios themselves are not funds, and any portfolio performance shown is hypothetical. Some of the BlackRock strategies are also available as managed account strategies. Such managed account strategies have actual performance that may differ from, and in some cases may be lower than, the hypothetical performance of the model portfolios.
The BlackRock and iShares Funds within the model portfolios are distributed by BlackRock Investments, LLC (together with its affiliates, "BlackRock"). BlackRock Fund Advisors, an affiliate of BlackRock Investments, LLC is a registered investment adviser. BlackRock and 55ip* are not affiliated. BlackRock disclaims responsibility for any content provided by 55ip*.
*There is no overlay fee for the use of 55ip's technology when using a BlackRock model portfolio. Additional fees, including underlying fund fees to implement a portfolio may apply.
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