BlackRock

BlackRockilta ensimmäiset ESG-kriteerit täyttävät kehittyvien markkinoiden joukkolainarahastot

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BlackRock on ottanut merkittävän askeleen eteenpäin vastuullisessa sijoittamisessa ja tuonut markkinoille sarjan kehittyvien markkinoiden joukkolainoihin (Emerging Market Debt, EMD) sijoittavia rahastoja, jotka huomioivat sosiaaliset, ympäristöön ja hallintoon liittyvät tekijät (ESG).

Uusi UCITS-rahastojen sarja täydentää BlackRockin nykyistä kehittyvien markkinoiden joukkolainatarjoomaa. Uusien rahastojen tavoitteena on tarjota sijoittajille valikoima tuotteita, joiden avulla he voivat saavuttaa taloudelliset tavoitteensa haluamallaan tavalla. Aktiivisesti hoidettujen rahastojen hallinnassa käytetään vertailukohtana BlackRockin yhdessä J.P. Morganin kanssa huhtikuussa 2018 perustamia JESG EMD -indeksejä. Rahastojen avulla sijoittajat voivat sijoittaa hallitusten, paikallisviranomaisten ja yritysten liikkeeseen laskemiin joukkolainoihin kehittyvillä markkinoilla.

Uusi rahastosarja sisältää seuraavat rahastot:

  • Kehittyvien markkinoiden joukkolainarahasto BGF ESG Emerging Markets Bond Fund
  • Kehittyvien markkinoiden paikallisen valuutan joukkolainarahasto BGF ESG Emerging Markets Local Currency Bond Fund
  • Kehittyvien markkinoiden yrityslainarahasto BGF ESG Emerging Markets Corporate Bond Fund
  • Kehittyvien markkinoiden rahasto BGF ESG Emerging Markets Blended Bond Fund

BlackRockin vastuullisesta sijoittamisesta vastaava johtaja Brian Deese sanoo: “Uudet rahastot ovat osoitus BlackRockin sitoutumisesta innovatiivisten vastuullisen sijoittamisen ratkaisujen kehittämiseen. Yhdistämme BlackRockin parhaan sijoitusosaamisen tietoon siitä, kuinka ESG-tekijät voivat vaikuttaa riskipainotettuun tuottoon pitkällä aikavälillä. Rakennamme työkaluja, joiden avulla salkunhoitajamme voivat analysoida oleellista vastuullisuustietoa perinteisten taloudellisten tietojen rinnalla aktiivisten sijoituspäätösten pohjaksi.”

BlackRockin kehittyvien markkinoiden joukkolainasijoituksista vastaava johtaja Sergio Trigo Paz sanoo: “Mielestämme toimialan johtavien toimijoiden pitäisi kehittää skaalautuvia vastuullisen sijoittamisen sijoitusratkaisuja sijoittajille. Uskomme, että BlackRockin yhteistyössä J.P. Morganin kanssa markkinoille tuomat kehittyvien markkinoiden ESG-indeksit voivat ohjata ajan mittaan enemmän varoja ESG-näkökohdat huomioiville liikkeeseenlaskijoille. Uskomme myös, että ESG-analyysin, big datan, tekstinlouhinnan ja liikkeeseenlaskijoiden paikallisen tuntemisen avulla on mahdollista kasvattaa saatuja tuottoja.”

BlackRockin kehittyvien markkinoiden joukkolainojen vastuullisen sijoittamisen johtaja, salkunhoitaja Giulia Pellegrini lisää: “Ero ESG-johtajien ja -vitkastelijoiden välillä on suuri kehittyvillä markkinoilla. Hyvät ESG-tiedot voivat antaa ennakkoon tietoa liikkeeseenlaskijan luottokelpoisuuden huononemisesta, joskus paljon ennen perinteisiä makrotason luottomittareita. Käytämme uusissa rahastoissamme omaa ESG-pisteytystämme ja muita analyysityökaluja, joiden avulla voi rakentaa ESG-tekijöihin keskittyviä sijoitusstrategioita. Strategiat hyödyntävät mahdollisuuksia saada markkinoita parempaa tuottoa (alfaa) kehittyvillä markkinoilla.”

BlackRockin kehittyvien markkinoiden joukkolainatiimi hallinnoi yli 27 miljardin dollarin varoja maailmanlaajuisesti (30.6.2018).

Alkuperäinen lehdistötiedote kokonaisuudessaan alla. Mikäli käännöksessä on eroja alkuperäiseen tiedotteeseen, alkuperäinen tiedote pätee.

Lisätietoja:

Viestintätoimisto Cocomms
Anna-Mari Tiilikainen, puh. 050 558 0888, anna-mari.tiilikainen (at) cocomms.com

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BLACKROCK PIONEERS FIRST RANGE OF ESG EMERGING MARKET DEBT FUNDS

LONDON, 6 AUG 2018 – BlackRock has taken a significant step in sustainable investment in emerging market debt with the launch of a suite of open-ended Emerging Market Debt (EMD) funds that integrate environmental, social and governance factors (ESG). 

The new range of UCITS funds complements BlackRock’s existing EMD offering and aims to provide investors with a choice of products that may empower them in reaching their financial objectives and expressing their preferences. The funds are actively managed against a respective set of ESG benchmarks – the JESG EMD indices – launched by J.P. Morgan in collaboration with BlackRock in April 2018. The funds will provide investors with exposure to debt securities issued by government, public local authorities or corporates in emerging market countries.

The new suite comprises the following funds:

  • BGF ESG Emerging Markets Bond Fund
  • BGF ESG Emerging Markets Local Currency Bond Fund
  • BGF ESG Emerging Markets Corporate Bond Fund
  • BGF ESG Emerging Markets Blended Bond Fund

Brian Deese, Head of Sustainable Investing at BlackRock, comments: “These funds further demonstrate BlackRock’s commitment to innovative sustainable investment solutions, combining the best of BlackRock’s investing capabilities with insights about how ESG factors can affect long-term risk adjusted return. We are building tools that allow our portfolio managers to analyze relevant sustainability information alongside the traditional financial metrics to inform active investment decisions about where to invest.”

Sergio Trigo Paz, Head of BlackRock Emerging Market Debt, says: “It is our belief that industry leaders should develop scalable sustainable investing solutions for investors. We believe the recent launch of the ESG indexes in EM debt — a collaboration between J.P. Morgan and BlackRock — could prompt greater capital allocation to more ESG-friendly issuers over time, and there is a real opportunity to seek out enhanced returns using insightful ESG analysis, big data and text mining, as well as boots-on-the-ground engagement with issuers.” 

Giulia Pellegrini, Head of EMD Sustainable Investing and Portfolio Manager in BlackRock’s Emerging Market Debt team, adds: “The gap between ESG leaders and laggards is large in the EM world, and a strong ESG data can provide forward-looking information that captures the underlying deterioration of an issuer’s creditworthiness, sometimes well before standard macro credit metrics. These funds harness our proprietary ESG scoring and other analytic tools to help build ESG-focused investment themes that take advantage of additional alpha-generating opportunities in the EMD space.

 

BlackRock’s EMD team oversees over $27bn in assets globally1.

1 As of 30 June 2018

 

About BlackRock

BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of June 30, 2018, the firm managed approximately $6.3 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com| Twitter: @blackrock| Blog: www.blackrockblog.com| LinkedIn: www.linkedin.com/company/blackrock.

 

For Media Use Only

 

RISKS

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. You may not get back the amount originally invested.

Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time

 

Funds Specific Risks:

Changes to interest rates, credit risk and/or issuer defaults will have a significant impact on the performance of fixed income securities. Noninvestment grade fixed income securities can be more sensitive to changes in these risks than higher rated fixed income securities. Potential or actual credit rating downgrades may increase the level of risk.

Emerging markets are generally more sensitive to economic and political conditions than developed markets. Other factors include greater 'Liquidity Risk', restrictions on investment or transfer of assets and failed/delayed delivery of securities or payments to the Fund.

Currency Risk: The Fund invests in other currencies. Changes in exchange rates will therefore affect the value of the investment.

Derivatives are highly sensitive to changes in the value of the asset on which they are based and can increase the size of losses and gains, resulting in greater fluctuations in the value of the Fund. The impact to the Fund can be greater where derivatives are used in an extensive or complex way.

Counterparty Risk: The insolvency of any institutions providing services such as safekeeping of assets or acting as counterparty to derivatives or other instruments, may expose the Fund to financial loss.  

Credit Risk: The issuer of a financial asset held within the Fund may not pay

income or repay capital to the Fund when due.

Liquidity Risk: Lower liquidity means there are insufficient buyers or sellers to allow the Fund to sell or buy investments readily.

 

IMPORTANT INFORMATION

This material is for distribution to 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. 

Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: 020 7743 3000. Registered in England No. 2020394. For your protection telephone calls are usually recorded. BlackRock is a trading name of BlackRock Investment Management (UK) Limited.

BlackRock Global Funds (BGF) is an open-ended investment company established in Luxembourg which is available for sale in certain jurisdictions only. BGF is not available for sale in the U.S. or to U.S. persons. Product information concerning BGF should not be published in the U.S. It is recognised under Section 264 of the Financial Services and Markets Act 2000. BlackRock Investment Management (UK) Limited is the UK distributor of BGF. Most of the protections provided by the UK regulatory system, and the compensation under the Financial Services Compensation Scheme, will not be available. A limited range of BGF sub-funds have a reporting fund status A sterling share class that seeks to comply with UK Reporting Fund Status requirements. Subscriptions in BGF are valid only if made on the basis of the current Prospectus, the most recent financial reports and the Key Investor Information Document, which are available on our website. Prospectuses, Key Investor Information Documents and application forms may not be available to investors in certain jurisdictions where the Fund in question has not been authorised.

For further information, the prospectus, Key Investor Information Document, annual report and semi-annual report can be obtained free of charge in hardcopy form from the Austrian paying agent: Raiffeisen Zentralbank Österreich AG, A-1030 Vienna, Am Stadtpark 9.

The prospectus (in English language) and KIID (in Finnish language) are available at BlackRock Investment Management (UK) Limited.

The prospectus and KIID are available at BlackRock Investment Management (UK) Limited, Stockholm branch, Norrlandsgatan 16, 111 43 Stockholm, Sweden. Investors should read the KIID before making an investment decision.

The prospectus and KIID are available at BlackRock Investment Management (UK) Limited.

Certain funds mentioned here are registered for distribution in Spain. In Spain, BlackRock Global Funds (BGF) is registered with the number 140 in the Comisión Nacional del Mercado de Valores de España (CNMV) and the Prospectus for each registered fund has been registered with the CNMV.

This is a financial promotion. For further information, the prospectus, Key Investor Information Document, annual report and semi-annual report can be obtained free of charge in hardcopy form from the German information centre: BlackRock Investment Management (UK) Limited, German Branch, Frankfurt am Main, Bockenheimer Landstraße 2–4, 60306 Frankfurt am Main.The paying agent in Germany is J.P. Morgan AG, CIB / Investor Services – Trustee & Fiduciary, Taunustor 1 (Taunus Turm), D-60310 Frankfurt am Main.

The risk indicator shown on this document refers to A2 share class of the Fund. Higher or lower risk may apply to the other share classes of the Fund. 

Issued in the Netherlands by the Amsterdam branch office of BlackRock Investment Management (UK) Limited: Amstelplein 1, 1096 HA Amsterdam, Tel: 020 - 549 5200. 

BlackRock Global Funds ("BGF") is a UCITS (icbe) as defined in section 1:1 Financial Markets Supervision Act (Wet op het financieel toezicht; "FMSA"). BGF and its sub funds are listed in the register as defined in section 1:107 FMSA. Please refer to the Key Investor Information Document (essentiële beleggersinformatie; "EBI") for further information about BGF and its sub funds. The prospectus and EBI of BGF and its sub funds are available on BlackRock's website www.BlackRock.nl. All financial investments contain a certain risk. The value of the assets managed by BGF and its sub funds may greatly fluctuate as a result of the investment policy and your initial investment is not guaranteed. 

Any research in this document has been procured and may have been acted on by BlackRock for its own purpose. The results of such research are being made available only incidentally. The views expressed do not constitute investment or any other advice and are subject to change. They do not necessarily reflect the views of any company in the BlackRock Group or any part thereof and no assurances are made as to their accuracy.

This document is for information purposes only and does not constitute an offer or invitation to anyone to invest in any BlackRock funds and has not been prepared in connection with any such offer.

© 2018 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, iSHARES, BUILD ON BLACKROCK, SO WHAT DO I DO WITH MY MONEY and the stylized i logo are registered and unregistered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.


 
 

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Lisätietoja:
Viestintätoimisto Cocomms
Anna-Mari Tiilikainen, puh. 050 558 0888, anna-mari.tiilikainen(at)cocomms.com

Tietoja julkaisijasta

BlackRock BlackRock auttaa sijoittajia rakentamaan taloudellisesta tulevaisuuttaan. Asiakkaidemme varainhoitajana tarjoamme heille sijoitus- ja teknologiaratkaisuja, joita he tarvitsevat tehdessään suunnitelmia tavoitteidensa saavuttamiseksi. BlackRock hallinnoi asiakkaidensa puolesta maailmanlaajuisesti 6 317 miljardin dollarin varoja (31.3.2018). Lisätietoja: www.blackrock.com | Twitter: @blackrock | blogi: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock

 

 

 

 

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Lue lisää julkaisijalta BlackRock

BlackRock Reports Third Quarter 2018 Diluted EPS of $7.54, or $7.52 as adjusted16.10.2018 14:04Tiedote

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