BlackRock: Test out alternatives with BlackRock's Expected Return Analyzer

You are receiving this email as a registered member of Morningstar.com and have asked to receive features, products and services from third party companies. This is a paid advertisement from the sponsor. If you would like to change your e-mail preferences, see the bottom of this message for more information. Also, if you are unable to see the images, please click “Show Images and Enable Links” or right-click to download pictures. Find ways to help bring clients closer to their goals‌ ?elqTrack=true‌ [Image] Expected return analyzer Help bridge the gap between your clients' expected and target returns. [Get started]( > Are your portfolios meeting clients' expectations? With returns for traditional 60/40 portfolios under pressure, see how your clients' portfolios stack up against specific goals. Adding alternatives, including private markets, could help close the gap to achieve better outcomes for your clients. [Image] In 3 steps, see how to help clients potentially generate income, increase return, or reduce risk in portfolios, using alternative strategies. [Get started]( > [BlackRock]( [Facebook]( [LinkedIn]( [Twitter]( *Left display: Index comparison is used to demonstrate private market performance compared to public market performance during comparable time periods. There are material differences in individual index methodologies (both public and private) and differences in the way public and private market performance is calculated; the comparisons shown may not fully reflect these differences. In general, public market indexes are unmanaged, represent a group of constituent securities which may change over time, reflect the reinvestment of dividends but do not reflect the deduction of any fees or expenses. Private market indexes often rely on self-reporting by managers. Therefore, there may be survivorship bias given that fund managers have discretion to report, or to discontinue reporting for various reasons (e.g. due to liquidation), and therefore private market indexes may reflect a bias towards funds with track records of success. Private Equity represented by the Burgiss Private Equity Index (Buyouts) for the 15-year period 3/31/06 to 3/31/21 (index inception date was 2001; the 15 year-period captures the longest and most recent standardized time period over that timeframe). Private Credit represented by the Cliffwater Direct Lending Index. Private credit reflects rolling quarterly returns and most recent return from 9/30/15 (index inception) to 3/31/21 (latest available data). Past performance does not guarantee or indicate future results. Index performance is shown for illustrative purposes only. It is not possible to invest directly in an unmanaged index. For more information on the individual indexes, please see slide 17 in the Important Notes section [here](. Right display: This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise - or even estimate - of future performance. Source: BlackRock Investment Institute, February 2021. Data as of 31 December 2020. Notes: All component numbers are geometric and are subject to rounding. Expected return estimates are subject to uncertainty and error. Expected returns for each asset class can be conditional on economic scenarios; in the event a particular scenario comes to pass, actual returns could be significantly higher or lower than forecasted. It is not possible to invest directly in an index. ‌ FOR FINANCIAL PROFESSIONAL USE ONLY. Not to be shown or distributed to clients. ‌ INVESTMENT INVOLVES RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL. ‌ The tools, and any data used by the tools, are provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tool (and any data used by the tool and the results obtained from use of the tool) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tool including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal). The use of the tools is subject to the BlackRock Terms of Use. The data collected through the tools is treated pursuant to BlackRock’s Data Promise. ‌ IMPORTANT: The projections or other information generated by the tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. ‌ This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change. ‌ © 2021 BlackRock, Inc. All Rights Reserved. BLACKROCK is a trademark of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners. ‌ Prepared by BlackRock Investments, LLC, member of FINRA. 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