Sometimes, market returns alone are not enough for financial well-being
Are you looking to fund a college education, build a rock-solid retirement nest egg — or maybe juggling both at once? Perhaps you’re a retiree seeking adventure or simple contentment and financial comfort. Maybe you’re just starting out with your sights on home ownership or financial independence.
Whatever your goals, an allocation to actively managed equity strategies can provide the means to target a leg up on market returns ... because tracking indexes may not be enough to put you on the path to your life’s financial ambitions.
What are your active pursuits?
Each of these investors holds a position in active equities to help them target their life's financial goals. This line should be in regular sentence case.
Active living
Rob and Beth want to invest for their sons’ college educations without sacrificing family vacations and important memory-making along the way.
Active learning
Anna is a single mom. She has returned to school to earn her MSN but has her young daughter’s future to secure as well.
Active adventuring
Kyle is just five years out of college but his zest for life and sense of adventure have him targeting financial independence and early retirement.
Active retirement
Dharma is retired and drawing income from her investments but also wants them to continue to grow so that she may leave a legacy for her heirs.
BlackRock: Actively ambitious
BlackRock is, first and foremost, a fiduciary for its clients. That means your goals and financial well-being are our driving mission.
BlackRock Active Equities is actively ambitious on your behalf. Our active strategies are offered in two complementary approaches — fundamental and systematic. Each is distinct enough to offer a differentiated source of investment return that can easily partner with other portfolio components to best target individual risk/reward goals.
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Fundamental strategies
Fundamental strategies are sometimes called "traditional" or "discretionary." Portfolio management teams dig deep to assess the fundamental merit of a company....
Fundamental strategies are sometimes called “traditional” or “discretionary.” Portfolio management teams dig deep to assess the fundamental merit of a company. They often focus on a relatively small group of well-studied names, gaining in-depth insight into each individual company’s prospects. A quantitative screen helps teams to narrow their research universe.
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Systematic strategies
Systematic strategies are often termed "quantitative," "rules-based" or "model-driven." Portfolio management teams seek to identify information not yet reflected in market prices....
Systematic strategies are often termed "quantitative," "rules-based" or "model-driven." Portfolio management teams seek to identify information not yet reflected in market prices. Systematic managers can cover thousands of stocks and take a computer-driven approach to drill down to each company’s fundamental strengths. They seek a first-mover advantage by tapping into emergent trends.
Strategies to help get you where you want to go
Our active equity funds span the risk/return spectrum and cover a broad range of market capitalizations, regions, sectors and styles, allowing investors to choose precisely the exposures they need to complement their broader investment portfolio.
