Focuses on short/intermediate term,
rather than long-term, market trends

• Tactical portfolio moves are performed when positive fundamentals/technical/valuations of an opportunity align
• Tax Aware, Impact, and Alpha versions available

Focuses on investments with yields higher than benchmark averages while remaining watchful to where value exists

• Can shift between income producing equities and fixed income investments
• Utilize low-cost passive and/or active strategies to strive for the best risk/reward benefits

• Designed to adapt to changing markets and use low-cost investments to keep cost down
• Leverages BlackRock’s proprietary ALADDIN^© risk analytics to understand exposures and seeks to mitigate risk for a given investment objective

• Uses technical analysis rather than traditional fundamental analysis to invest in core equities, specific sectors, and other attractive opportunities
• Momentum based and works primarily on quantitative metrics, which help identify specific asset classes and positions that could potentially exhibit short to intermediate-term outperformance

A Low-Cost Asset Allocation for
Long-Term Investors

• Seeks to give a consistent, globally diversified asset allocation built on the tenets of Modern Portfolio Theory
• Utilizes a buy, hold, and rebalance strategy to keep you invested long-term
• Tax Aware, Impact, and Alpha versions available

Focusing on Value Themes Across
Global Markets

• Earth, People, Integrity instead of Environmental, Social, Governance.
• Can better align a client’s personal values with their financial goals

Focusing on Value Themes Across
Global Markets

• Designed with the goal of capturing long-term total returns by focusing on investments priced at great value
• Built on the tenet that volatility is not the same as risk
• Alpha version available

Focuses on investments with low correlations to stocks and bonds

• Adding a sleeve of low correlation investments can improve overall portfolio risk while boosting returns over time

Focuses on key themes we believe
will drive superior returns

• Themes include: The US consumer, The “Work/Shop From Home” movement, non-addictive pain relief

Focuses on large, established companies
that have paid consistent dividends over time

• Goal is to outperform the S&P 500 while exhibiting less volatility

Focuses mostly on technology and
consumer discretionary companies

• Takes on more risk than the S&P 500 with the goal to outperform over time