BlackRock lanseeraa yritysjärjestelyihin keskittyvän rahaston

BlackRock tuo Euroopan markkinoille yritysjärjestelyihin keskittyvän rahaston. Se hyödyntää yritysjärjestelyille otollista ympäristöä ja vastaa likvidien, vaihtoehtoisten sijoituskohteiden kasvaneeseen kysyntään.

BlackRock Strategic Funds Global Event Driven Fund on yhtiön ensimmäinen UCITS-yhteensopiva yritysjärjestelyvetoinen rahasto Euroopassa. Markkinoiden lisääntynyt volatiliteetti ja perinteisten osake- ja korkotuotteiden heikot tuotot saavat sijoittajat etsimään vaihtoehtoisia sijoituskohteita, joiden tuotto ei korreloi muiden kohteiden kanssa.

”Sijoittajat vaativat entistä enemmän joka sään sijoitusinstrumentteja, jotka tarjoavat erilaisia tuottoja kuin osakkeet ja korot, vähentävät salkun volatiliteettia ja parantavat salkun suojausta”, sanoo Sheryl Needham, BlackRock Alternatives Specialist -osaston johtaja Euroopassa.

Rahasto sijoittaa erilaisten yritystapahtumien perusteella. Näitä tapahtumia ovat esimerkiksi fuusiot, yhtiöittämiset ja uudelleenjärjestelyt sekä synergiaetuihin pyrkivät yritysostot ja yritysyhteistyö. Rahasto sijoittaa ensisijaisesti osakkeisiin sekä opportunistisesti erilaisiin välineisiin luomalla synteettisiä pitkiä ja lyhyitä positioita eri aloilla ja sektoreilla kehittyneillä markkinoilla.

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

BlackRock
Timi Oni, puh. +44 20 7743 1592, timi.oni@blackrock.com
Marc Bubeck, puh. +44 (0) 20 7743 3068, marc.bubeck@blackrock.com

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BlackRock launches UCITS event-driven fund for European retail and institutional investors

14 September 2015, London – BlackRock has launched a new event-driven fund in Europe to meet growing investor demand for liquid alternative investments, and to take advantage of an attractive environment for company transactions and other corporate actions.

The BlackRock Strategic Funds (‘BSF’) Global Event Driven Fund (‘the Fund’) is the firm’s first UCITS-compliant event-driven fund in Europe and adds to BlackRock’s existing range of liquid alternative UCITS funds on the BSF platform. The Fund arrives at a time when increased market volatility and challenging returns from traditional equities and bonds are encouraging investors to seek alternative, uncorrelated returns.

Sheryl Needham, Managing Director, BlackRock Alternatives Specialists, in Europe, said, “Investors are increasingly demanding all-weather investment solutions that provide a different set of returns to equities and bonds, reduce portfolio volatility, and offer downside protection. This event-driven fund provides investors with exposure to a large, global investable universe that is designed to promote an uncorrelated return profile.”

The Fund is managed by Mark McKenna, Global Head of Event-Driven Equity at BlackRock, who joined the firm last year from Harvard Management Company (HMC) where he co-founded HMC's event-driven strategy. Prior to joining HMC, Mark was a Portfolio Manager for the event-driven strategy at Caxton Associates. Earlier in his career, Mr. McKenna worked at Salomon Smith Barney where he advised on over $100 billion in corporate transactions. Mark leads a team of seven who collectively have several decades experience both in corporate transaction advisory and event driven investment management.

The Fund focuses on investments across a wide spectrum of corporate events, from announced mergers, spin-offs and restructurings, to synergistic acquisitions and collaborative activism, among others. The Fund will predominantly invest in equity securities as well as opportunistically across the capital structure, making long, synthetic long and synthetic short investments across a diversified set of industries and sectors in developed markets.

Mr. McKenna said, “The opportunity set for event-driven strategies is highly robust. Driven by tepid organic growth, peak margins, and high corporate cash balances, CEOs are compelled to pursue strategic imperatives to drive shareholder value. This has already resulted in a bumper year for M&A activity in 2015 and we believe high levels of all corporate activity across the event catalyst spectrum will continue, providing opportunities to exploit the value gap created from these transformative corporate events.”

BlackRock’s Global Event-Driven team will leverage BlackRock’s global investment platform, access to corporate management, and the firm’s proprietary risk management platform, Aladdin, to generate alpha. The investment team manages a U.S. event-driven mutual fund, which leverages the same research and investment process.

BlackRock is one of the world’s largest hedge fund managers, managing $51 billion across single strategy funds, multi-strategy funds and custom hedge fund solutions. BlackRock is a preeminent provider of alternative investment solutions globally, with more than $114 billion in assets as of August 2015.

ENDS

For more information please contact:

Stephen White  

+44 (0)207 743 1299

stephen.white@blackrock.com

James Cheston, FTI Consulting

+44 (0) 203 727 1620

james.cheston@fticonsulting.com

About BlackRock

BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At June 30, 2015, BlackRock’s AUM was $4.721 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of June 30, 2015, the firm had approximately 12,400 employees in more than 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com | Twitter: @blackrockuknews |

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This material is for distribution to Professional Clients (as defined by the FCA Rules) 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.

Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. 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.

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.

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BlackRock

BlackRock on maailman johtavia sijoitusten ja riskien hallinnan sekä neuvontapalveluiden tarjoajia institutionaalisille ja yksityissijoittajille. BlackRockin hallinnoimat varat olivat 4 721 miljardia dollaria 30.6.2015. BlackRock auttaa asiakkaitaan saavuttamaan tavoitteensa ja selviämään haasteista tuotevalikoimansa avulla, johon kuuluu erillisiä tilejä, sijoitusrahastoja, pörssinoteerattuja iShares®-rahastoja ja muita yhteissijoitustuotteita. BlackRock tarjoaa myös riskienhallintaa, neuvontaa ja yritysinvestointijärjestelmäpalveluja laajalle institutionaalisten sijoittajien ryhmälle BlackRock Solutions®-brändillä. BlackRockilla on noin 12 400 työntekijää yli 30 maassa (30.6.2015). Yhtiö on vahvasti läsnä kaikille tärkeimmillä markkinoilla Pohjois- ja Etelä-Amerikka, Eurooppa, Aasia, Australia, Lähi-itä ja Afrikka mukaan lukien. Lisätietoja: www.blackrock.com | Twitter: @blackrock_news | blogi: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock