Panel event: Managing risk in 3 dimensions

PANEL EVENT: MANAGING RISK IN 3 DIMENSIONS

May 20, 2020

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Panel event: Managing risk in 3 dimensions

Moderator

Michael Pollock

Regional Brokerage Consultant

Fidelity Investments

Panelist

Karen Schenone, CFA?

Head of iShares Fixed Income Strategy

BlackRock

Panelist

Holly Framsted, CFA?

Head of iShares Factor ETFs

BlackRock

Panelist

Sarah Kjellberg

Head of iShares Sustainable ETFs

BlackRock

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Diversification can help you achieve long term goals, even if it doesn't feel that way in the short term

Years 2000*-2002 2003-2007

2008 2009-2019

2020** Total Return Growth of $100k

S&P 500 (39.0%) 82.9% (37.0%) 351.0% (19.6%) 154.8% $254,794

Diversified Portfolio (17.7%) 73.8% (24.0%) 191.7% (13.1%) 175.6% $275,556

"I lost money"

"I didn't make as much"

"I lost money"

"I didn't make as much"

"I lost money"

"Diversification can help achieve long term goals, even if it doesn't always feel that way"

Source: Morningstar as of 3/31/20. *Performance is from 3/31/2000 to 12/31/2002. **Performance is YTD as of 3/31/20. "Diversified Portfolio" is represented by 40% S&P 500 Index, 15% MSCI EAFE Index, 5% Russell 2000 Index, 30% Bloomberg Barclays US Aggregate Bond Index, and 10% Bloomberg Barclays US Corporate High Yield Index. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective. Index performance is for illustrative purposes only. Index performance does not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results.

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Bond ETFs

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Get started with the BlackRock Bond Pyramid

A portfolio of your best ideas may not be your best portfolio. Take into consideration the role each fund plays to optimize your bond mix based on your larger asset allocation.

Income

Credit / high yield

You seek...

Higher income

Capital preservation

Low duration / flexible strategies

Consistent returns across all markets

Equity diversification

Core bonds, investment grade, longer duration

Protection when stocks sell off

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