April 27, 2022

A new Q&A video with BlackRock

Gill Witham, a senior adviser with 5 Financial, features in a Q&A video with James Waterworth, National iShares Specialist with BlackRock.

Gill Witham, a senior adviser with 5 Financial, features in a Q&A video with James Waterworth, National iShares Specialist with BlackRock. [BlackRock is the model manager of the iShares strategic enhanced models in which our clients are invested.]This video includes:

  • Why we chose the BlackRock models (0.51)
  • What is ‘Aladdin’ and how it’s used (3.15)
  • How Exchange-Traded Funds (ETFs) allow investors to assemble a broadly diversified portfolio at a low cost (4.28), [with an example (4.44)]
  • BlackRock’s ‘Total Performance Management’ approach to portfolio construction (6.00)
  • About returns (6.52)
  • How BlackRock compares themselves to their peer group (10.10)
  • On ethical and sustainable investing (10.30)

This video references a previous video with 5 Financial's Head of Wealth Management, Jason Petersen, and James Waterworth from BlackRock. You can find the earlier video (published in April 2020) here.We hope you find it interesting. If you have any questions, please don’t hesitate to contact us.DISCLAIMERNote, the content found in this video provides general information only. It does not constitute financial advice as it does not take into account your personal circumstances, timeframe or goals. Any views expressed in this video, or on 5financial.com.au or contained in other materials provided or distributed by 5 Wealth Management Pty Ltd [5WM] or 5 Accounting & Tax Pty Ltd [5AT] have been prepared (unless otherwise explicitly expressed) without taking into account your personal objectives, financial situation or needs. Before acting on any information found in this video, on 5financial.com.au, or expressed within materials provided by 5WM or 5AT, 5WM and 5AT recommend that you consider whether it is appropriate for your circumstances and that you seek professional advice tailored to your personal objectives, financial situation and needs.

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