Previously, Ms. Whitelaw worked in the Transition Services group as both a transition manager and strategist, and was also an international equity trader on Barclays Global Investors' trading desk. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Where should I retire? View mutual fund news, mutual fund market and mutual fund interest rates. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, the modification by alpha dispersion is not used. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. See LFEAX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Sun Life Global Investments. Mr.Chung started his career as a research professional at the Center for Interuniversity Research and Analysis of Organizations (CIRANO) in Montreal, Canada. Read the prospectus carefully before investing. Search Expand or collapse search. Sun Life Real Assets Private Pool. Fund of funds are subject to the risks associated with the underlying BlackRock funds in which it invests. For passive strategies, process receives an 80% weighting, while people and parent each receive a 10% weighting. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. Mr. Savage's service with the firm dates back to 1999, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. For both active and passive strategies, performance has no explicit weight as it is incorporated into the analysis of people and process; price at the share-class level (where applicable) is directly subtracted from an expected gross alpha estimate derived from the analysis of the other pillars. Aggregate Bond Index Fund Cl K, iShares Developed Real Estate Index Fund Cl K, iShares Russell 2000 Small-Cap Index Fund Institutional. She is responsible for overseeing the management of the Americas listed U.S. & Canadian iShares equity funds. Our websites and mobile apps have not been affected by the new security bug known as 'Heartbleed'. Asset allocation strategies do not assure profit and do not protect against loss. MSCI has established an information barrier between equity index research and certain Information. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Learn about a low-cost approach to balance diversification, risk and return. Prior to joining BGI, Mr. Chung was a Senior Manager within the Portfolio Management and Analytics Group at American Express. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. In the same year that Mr. Mason became head of portfolio management for BGI's transitions business, he was advanced to Ph.D. candidacy in ethnomusicology at UC Berkeley, having completed all coursework for the degree and comprehensive doctoral oral examinations with distinction. Mr. Chung is a CFA charterholder. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. Language selection is English. The target date in the funds name is the approximate date an investor plans to start withdrawing money. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. There is no assurance that a fund will repeat that yield in the future. Underlying Fund BlackRock CDN LifePath 2025 Index Volatility Analysis Description Investment Category Low Moderate High Investment Objective The Fund aims to maximize total return with a risk level that is in line with the fund's time horizon. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. The Fund is designed to take age-appropriate risk for ... Beutel Goodman Canadian Equity Plus Fund Beutel Goodman Canadian Intrinsic Fund. Create, track, and analyze multiple portfolios. Copyright © 2021 MarketWatch, Inc. All rights reserved. Create a list of the investments you want to track. Mr. Chung's service dates back to 2008, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. For active funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that an active fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. Intraday Data provided by FACTSET and subject to terms of use. BlackRock LifePath® Index 2040 Fund** Your Sun Life fee for the BlackRock LifePath® Index 2040 Fund*** 2.16% 0.56% 0.33% 10 years $20,800 $25,207 $27,715 $28,097 $2,890 20 years $41,600 $60,647 $73,543 $75,642 $14,995 30 years $62,400 $110,473 $149,321 $156,096 $45,623 * As at January 31, 2014. At BGI he was a senior portfolio manager and team leader in the iShares Index Equity Portfolio Management Group and was previously a transition manager in the Transition Management Group. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. Privacy Notice, and ©2020 BlackRock, Inc. All rights reserved. Head of Asset Allocation and Custom Strategies for LifePath, Head of Americas ETF and Index Investment, Global Head of Model Portfolio Solutions and the Deputy CIO for Solutions, Head of Americas iShares Equity Portfolio Management, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. We’re here to support you through COVID-19. BLK LP Index 2035 Fund: 0.26 %: BLK LP Index 2045 Fund: 0.26 %: BLK LP Index 2050 Fund: 0.26 %: BG Fundamental Cdn Equity: ... (BLK) life cycle funds are a quite good choice. All other marks are the property of their respective owners. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Fauci says Johnson & Johnson COVID-19 vaccine may get approval in two weeks, Stock-market bulls brace for major gut check as earnings, Fed and GDP loom, 3,000 arrested in Russia protests demanding Navalny’s release, Gamers threaten to defect to PlayStation after Xbox Live price hikes, 3 ways President Biden’s proposed stimulus checks will be different from Trump’s payments, iShares Russell 1000 Large-Cap Index Fund Cl K, iShares Core MSCI Total International Stock ETF, iShares U.S. Section above Real Estate Index fund Cl K, iShares Russell 2000 Small-Cap Index Institutional. Key features of the U.S. & Canadian iShares Equity funds MFS ® Lifetime 2035! And mobile apps have not been affected by the Hedge fund other marks are the property of respective., sustainability characteristics can help investors integrate non-financial, sustainability characteristics, using links.... Mr. Chung was a Senior Portfolio Manager for both the Mellon Global Opportunity Hedge fund and the Global. 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