BlackRock Investment Return Map | BlackRock Investment Institute (2024)

Before we proceed, please take a moment to review and accept the following terms and Conditions:

Please read this page before proceeding as it explains certain restrictions imposed by law on the distribution of this information and the jurisdictions in which our products and services are authorised to be offered or sold.

By entering this site, you are agreeing that you have reviewed and agreed to the terms contained herein, including any legal or regulatory restrictions, and have consented to the collection, use and disclosure of your personal data as set out in the Privacy section referred to below.

By confirming below, you also acknowledge that you:

(i) have read this important information;

(ii) agree your access to this website is subject to the disclaimer, risk warnings and other information set out herein; and

(iii) are the relevant sophistication level and/or type of audience intended for your respective country or jurisdiction identified below.

The information contained on this website (this “Website”) (including without limitation the information, functions and documents posted herein (together, the “Contents”) is made available for informational purposes only.

No Offer

The Contents have been prepared without regard to the investment objectives, financial situation, or means of any person or entity, and the Website is not soliciting any action based upon them.

This material should not be construed as investment advice or a recommendation or an offer or solicitation to buy or sell securities and does not constitute an offer or solicitation in any jurisdiction where or to any persons to whom it would be unauthorized or unlawful to do so.

Access Subject to Local Restrictions

The Website is intended for the following audiences in each respective country or region: In the U.S.: public distribution.In Canada: public distribution.In the UKand outside the EEA: professional clients (as defined by the Financial Conduct Authority or MiFID Rules) and qualified investors only and should not be relied upon by any other persons.In the EEA, professional clients, qualified clients, and qualified investors.For qualified investors in Switzerland, qualified investors as defined in the Swiss Collective Investment Schemes Act of 23 June 2006, as amended.In DIFC: 'Professional Clients’ and no other person should rely upon the information contained within it.In Singapore,public distribution.In Hong Kong, public distribution.In South Korea, Qualified Professional Investors (as defined in the Financial Investment Services and Capital Market Act and its sub-regulations).In Taiwan, Professional Investors.In Japan, Professional Investors only (Professional Investor is defined in Financial Instruments and Exchange Act).In Australia, public distribution.In China,this may not be distributed to individuals resident in the People's Republic of China ("PRC", for such purposes, excluding Hong Kong, Macau and Taiwan) or entities registered in the PRC unless such parties have received all the required PRC government approvals to participate in any investment or receive any investment advisory or investment management services.For Other APAC Countries,Institutional Investors only (or professional/sophisticated /qualified investors, as such term may apply in local jurisdictions).In Latin America, institutional investors and financial intermediaries only (not for public distribution).In Latin America, no securities regulator within Latin America has confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx.

This Contents are not intended for, or directed to, persons in any countries or jurisdictions that are not enumerated above, or to an audience other than as specified above.

This Website has not been, and will not be submitted to become, approved/verified by, or registered with, any relevant government authorities under the local laws. This Website is not intended for and should not be accessed by persons located or resident in any jurisdiction where (by reason of that person's nationality, domicile, residence or otherwise) the publication or availability of this Website is prohibited or contrary to local law or regulation or would subject any BlackRock entity to any registration or licensing requirements in such jurisdiction.

It is your responsibility to be aware of, to obtain all relevant regulatory approvals, licenses, verifications and/or registrations under, and to observe all applicable laws and regulations of any relevant jurisdiction in connection with your access. If you are unsure about the meaning of any of the information provided, please consult your financial or other professional adviser.

No Warranty

The Contents are published in good faith but no advice, representation or warranty, express or implied, is made by BlackRock or by any person as to its adequacy, accuracy, completeness, reasonableness or that it is fit for your particular purpose, and it should not be relied on as such. The Contents do not purport to be complete and is subject to change. You acknowledge that certain information contained in this Website supplied by third parties may be incorrect or incomplete, and such information is provided on an "AS IS" basis. We reserve the right to change, modify, add, or delete, any content and the terms of use of this Website without notice. Users are advised to periodically review the contents of this Website to be familiar with any modifications. The Website has not made, and expressly disclaims, any representations with respect to any forward-looking statements. By their nature, forward-looking statements are subject to numerous assumptions, risks and uncertainties because they relate to events and depend on circ*mstances that may or may not occur in the future.

No information on this Website constitutes business, financial, investment, trading, tax, legal, regulatory, accounting or any other advice. If you are unsure about the meaning of any information provided, please consult your financial or other professional adviser.

No Liability

BlackRock shall have no liability for any loss or damage arising in connection with this Website or out of the use, inability to use or reliance on the Contents by any person, including without limitation, any loss of profit or any other damage, direct or consequential, regardless of whether they arise from contractual or tort (including negligence) or whether BlackRock has foreseen such possibility, except where such exclusion or limitation contravenes the applicable law.

You may leave this Website when you access certain links on this Website. BlackRock has not examined any of these websites and does not assume any responsibility for the contents of such websites nor the services, products or items offered through such websites.

Intellectual Property Rights

Copyright, trademark and other forms of proprietary rights protect the Contents of this Website. All Contents are owned or controlled by BlackRock or the party credited as the provider of the Content. Except as expressly provided herein, nothing in this Website should be considered as granting any licence or right under any copyright, patent or trademark or other intellectual property rights of BlackRock or any third party.

This Website is for your personal use. As a user, you must not sell, copy, publish, distribute, transfer, modify, display, reproduce, and/or create any derivative works from the information or software on this Website. You must not redeliver any of the pages, text, images, or content of this Website using "framing" or similar technology. Systematic retrieval of content from this Website to create or compile, directly or indirectly, a collection, compilation, database or directory (whether through robots, spiders, automatic devices or manual processes) or creating links to this Website is strictly prohibited. You acknowledge that you have no right to use the content of this Website in any other manner.

Additional Information

Investment involves risks. Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase.

Privacy

Your name, email address and other personal details will be processed in accordance with BlackRock’s Privacy Policy for your specific country which you may read by accessing our website athttps://www.blackrock.com.

Please note that you are required to read and accept the terms of ourPrivacy Policybefore you are able to access our websites.

Once you have confirmed that you agree to the legal information herein, and thePrivacy Policy– by indicating your consent – we will place a cookie on your computer to recognise you and prevent this page from reappearing should you access this site, or other BlackRock sites, on future occasions. The cookie will expire after six months, or sooner should there be a material change to this important information.

BlackRock Investment Return Map | BlackRock Investment Institute (2024)

FAQs

Is investing in BlackRock a good idea? ›

BlackRock's analyst rating consensus is a Strong Buy. This is based on the ratings of 11 Wall Streets Analysts.

What is the roi of BlackRock? ›

Compare BLK With Other Stocks
BlackRock ROI - Return on Investment Historical Data
DateTTM Net IncomeReturn on Investment
2022-03-31$7.67B14.32%
2021-12-31$7.45B13.51%
2021-09-30$7.26B12.77%
55 more rows

What is the best performing asset class last 10 years? ›

As we mentioned above, Bitcoin was the best-performing asset of the decade. The data examined the 17 top-performing assets between 2011 and 2021 and found that since 2011, Bitcoin's cumulative gains have exceeded 20,000,000%.

Which is better, Vanguard or BlackRock? ›

Vanguard Surpasses BlackRock for Top Spot in Asset Management Brand Ranking. The Broadridge Fund Brand 50 report shows the influence of brand on third-party fund selection. The Vanguard Group has edged BlackRock Inc. for the top spot in an annual fund investor survey gauging sentiment toward the largest asset managers.

What are the negatives of BlackRock? ›

Forests are disappearing

BlackRock is also the world's largest investor in forest destruction, including in the Amazon Rainforest. Forests are massive biodiversity hubs and carbon sinks, and we can't solve climate change without protecting what's left.

How much do you need to invest with BlackRock? ›

The Automatic Investment Plan (“AIP”) allows you to invest in your BlackRock funds on a periodic basis for a minimum of $50 per fund.

Who is the biggest investor in BlackRock? ›

Larry Fink, one of the original eight Blackrock owners and founders, currently holds the positions of CEO and Chairman and is the largest individual shareholder of the company. As of 6 November 2023, he held 435,260 shares of the asset management firm.

Is BlackRock performing well? ›

CommentaryWe are underweight. Valuations and earnings dynamics are supportive. Yet recent growth outperformance seems largely due to significant fiscal stimulus in 2022-2023 that cannot be sustained over the next few years, we think. Past performance is not a reliable indicator of current or future results.

What is the BlackRock 10 year forecast? ›

BlackRock. Highlights: 5.2% 10-year expected nominal return for U.S. large-cap equities; 9.9% for European equities; 9.1% for emerging-markets equities; 5.0% for U.S. aggregate bonds (as of September 2023). All return assumptions are nominal (non-inflation-adjusted).

What is the best asset class to beat inflation? ›

Several asset classes perform well in inflationary environments. Tangible assets, like real estate and commodities, have historically been seen as inflation hedges. Some specialized securities can maintain a portfolio's buying power, including certain sector stocks, inflation-indexed bonds, and securitized debt.

What is the riskiest asset class? ›

Equities are generally considered the riskiest class of assets.

Which asset class makes the most money? ›

The U.S. stock market is considered to offer the highest investment returns over time. Higher returns, however, come with higher risk. Stock prices typically are more volatile than bond prices.

Who owns BlackRock? ›

BlackRock is not owned by a single individual or company. Instead, its shares are owned by a large number of individual and institutional investors. The biggest institutional shareholders such as The Vanguard Group and State Street are merely custodians of the stock for their clients.

How much is Larry Fink really worth? ›

What is the best performing BlackRock fund? ›

Fund name (ticker)One-year NAV average annual return
Technology Opportunities Fund Class R51.18%
Technology Opportunities Fund Investor C50.41%
iShares Global Tech ETF50.34%
iShares Cybersecurity and Tech ETF40.7%
6 more rows
Mar 7, 2024

Why do people invest in BlackRock? ›

Clients look to BlackRock for access to mutual funds, investments focused on objectives related to retirement income and college savings, and exchange-traded funds (ETFs). BlackRock is the parent company for the iShares group of ETFs, a leader in the global ETF market.

Is BlackRock Lifepath a good investment? ›

Overall Rating. Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 145 funds within its Morningstar Category.

Should I invest in BlackRock or Blackstone? ›

You may want to consider BlackRock if you're looking for a more traditional investment firm. The Blackstone Group caters mostly to high-net-worth individuals and exclusively manages alternative assets. If you require a more exclusive approach to investing, this could be a good fit.

Can anyone invest in BlackRock? ›

Buying shares in the BlackRock Income and Growth Investment Trust is easy. You can do so via a stockbroker or an online platform. You can also invest in investment trusts through your ISA with another provider or self-invested personal pension (SIPP).

Top Articles
Latest Posts
Article information

Author: Tuan Roob DDS

Last Updated:

Views: 6242

Rating: 4.1 / 5 (42 voted)

Reviews: 89% of readers found this page helpful

Author information

Name: Tuan Roob DDS

Birthday: 1999-11-20

Address: Suite 592 642 Pfannerstill Island, South Keila, LA 74970-3076

Phone: +9617721773649

Job: Marketing Producer

Hobby: Skydiving, Flag Football, Knitting, Running, Lego building, Hunting, Juggling

Introduction: My name is Tuan Roob DDS, I am a friendly, good, energetic, faithful, fantastic, gentle, enchanting person who loves writing and wants to share my knowledge and understanding with you.