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61% of Financial Advisors Say Biggest Challenge in Building Blended Portfolios is Choosing the Appropriate Mix of Active and Index According to the iShares 'The Way Forward' Conference
SAN FRANCISCO --(Business Wire)--
More than 61% of financial advisors acknowledged that their biggest
challenge when building a blended portfolio of index and active
investments is choosing the appropriate allocations to meet client
objectives, according to a survey of conference attendees conducted at
the iShares 'The Way Forward' conference held yesterday. Hosted by
BlackRock, Inc.'s (NYSE: BLK) iShares Exchange Traded Funds (ETFs)
business, the world's largest manager of ETFs1, 'The Way
Forward' brought more than 1,000 financial advisors together with
leading industry experts in a highly interactive environment that
featured panel discussions, an exhibitor hall, networking lounge and
resource center - all in an online format.
Key themes of 'The Way Forward' focused on offering financial advisors
intellectual content and actionable ideas on how to generate income,
preserve capital and reduce volatility in today's challenging
environment.
During the conference, Russ Koesterich, Global Chief Investment
Strategist for iShares, BlackRock validated the survey results when he
commented about how financial advisors are constantly looking for
guidance regarding how to put active and index strategies together in a
portfolio: "This is something that comes up all the time. They say,
'Give me the playbook. Give me the four asset classes where I use
active, the three assets classes where I use passive. I just want the
rule book'…But there isn't an obvious answer to that question."
To help financial advisors with this challenge, BlackRock recently began
offering the BlackRock Model Portfolios which combine index and active
strategies that focus on addressing specific client goals, such as
income generation or managing the risks that are most on clients' minds,
such as inflation or rising interest rates.
Koesterich said, "Our goal is simple: as a leader in asset allocation,
BlackRock strives to deliver the best of iShares and BlackRock to make
it easier for financial advisors to create optimal asset allocations in
active and inex strategies for clients."
For more information about The Way Forward conference and
video-on-demand replays of all sessions, please go to: http://engage.vevent.com/rt/ishares~2012
About BlackRock
BlackRock is a leader in investment management, risk management and
advisory services for institutional and retail clients worldwide. At
September 30, 2012, BlackRock's AUM was $3.673 trillion. BlackRock
offers products that span the risk spectrum to meet clients' needs,
including active, enhanced and index strategies across markets and asset
classes. Products are offered in a variety of structures including
separate accounts, mutual funds, iShares® (exchange traded funds), and
other pooled investment vehicles. BlackRock also offers risk management,
advisory and enterprise investment system services to a broad base of
institutional investors through BlackRock Solutions®. Headquartered in
New York City, as of September 30, 2012, the firm has approximately
10,400 employees in 29 countries and a major presence in key global
markets, including North and South America, Europe, Asia, Australia and
the Middle East and Africa. For additional information, please visit the
Company's website at www.blackrock.com.
About iShares
iShares is the global product leader in exchange traded funds with over
600 funds globally across equities, fixed income and commodities, which
trade on 20 exchanges worldwide. The iShares Funds are bought and sold
like common stocks on securities exchanges. The iShares Funds are
attractive to many individual and institutional investors and financial
intermediaries because of their relative low cost, tax efficiency and
trading flexibility. Investors can purchase and sell shares through any
brokerage firm, financial advisor, or online broker, and hold the funds
in any type of brokerage account. The iShares customer base consists of
the institutional segment of pension plans and fund managers, as well as
the retail segment of financial advisors and high net worth individuals.
Carefully consider the iShares Funds' investment objectives, risk
factors, and charges and expenses before investing. This and other
information can be found in the Funds' prospectuses, which may be
obtained by calling 1-800-iShares (1-800-474-2737) or by visiting www.iShares.com.
Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
The iShares Funds are distributed by BlackRock Investments, LLC
(together with its affiliates, "BlackRock"). BlackRock is not affiliated
with Dorsey Wright & Associates, IndexUniverse, Morningstar, MSCI, Astor
Asset Management, CLS Investments, F-Squared Investments, GLOBALT
Investments, Good Harbor Financial or Horizon Investments.
Transactions in shares of the iShares Funds will result in brokerage
commissions and will generate tax consequences. iShares Funds are
obliged to distribute portfolio gains to shareholders. Shares of the
iShares Funds may be sold throughout the day on the exchange through any
brokerage account. However, shares may only be redeemed directly from a
Fund by Authorized Participants, in very large creation/redemption units.
1 BlackRock ETP Landscape Report - October 2012

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