HOW TO USE ALTERNATIVES IN A PORTFOLIO?
IN WITH THE NEW OUT WITH THE OLD
The traditional approach to portfolio construction looks outdated. Investors should seek varied return sources in cost-efficient ways depending on their objectives and constraints.
BLACKROCK’S PORTFOLIO CONSTRUCTION FRAMEWORK
Source: BlackRock Investment Institute July 2019.
Notes: This graphic depicts BlackRock's view of how to best blend alpha and indexing strategies in a portfolio. It is for illustrative purposes only.
BLACKROCK’S APPROACH TO ALTERNATIVES
BlackRock’s fiduciary mind-set and innovative spirit makes us uniquely positioned to deliver alternative investments that are reliable, transparent and integrated.
Persistent returns through sourcing, selectivity and portfolio construction.
Data-driven, streamlined process with proactive portfolio diagnostics.
Foundational portfolios through total portfolio construction and strategic alternatives allocation.
BLACKROCK’S COMPETITIVE EDGE
BlackRock has a robust history of alternative investment innovation and has proven experience and skill in managing alternative solutions.
Source: BlackRock, May 2019
Capital at Risk: The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor may not get back the amount originally invested.