BlackRock Global Funds (BGF) Global Allocation Fund
A Foundation for Every Portfolio
A Highly-Experienced Management Team
The BGF Global Allocation Fund management team seeks to provide high total return with relatively low to moderate levels of risk through a fully managed investment policy utilizing global equity, fixed income, cash equivalents and currencies.
The management team follows a comprehensive investment process when selecting investments for the fund's portfolio. Portfolio managers Dennis Stattman, CFA, Dan Chamby, CFA, and Aldo Roldan, PhD, oversee the overall asset mix, geography, industry and currency allocation strategies.
The Global Allocation team consists of over 40 professionals committed to the management and administration of the fund. The team includes 10 senior analysts and 9 research associates. The analysts have a wide degree of flexibility in the development of investment ideas and have both equity and fixed income expertise. Strong team interaction and knowledge-sharing exists among the overall group, utilizing BlackRock's worldwide resources for investment ideas, fundamental analysis, technology and risk analysis.
|Universe||Global stocks and bonds (across all company sizes and qualities) and cash equivalents.|
|Research||The team leverages global research and explores investment ideas through various avenues such as analyzing market trends, central bank policies, demographics, corporate financial statements and meetings with company management.|
|Asset Allocation||Top-down consideration of asset classes, regions and industries, combined with bottom-up security selection. The fund's reference benchmark is 60% equities, 40% fixed income/60% US, 40% non-US.|
|Portfolio Construction||Typically more than 700 holdings, broadly diversified.|
|Self Discipline|| |
The investment process described on this page represents the fund manager’s current process for selecting investments in accordance with the fund’s stated investment objectives and policies. Processes are subject to change based on market conditions, the opinions of the portfolio manager and other factors.
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