以尽量提高总回报为目标,并以贯彻侧 重环境、社会及管治(「ESG」)投资原则的方式进行投资。基金将至少 70%的总资产投资于投资级定息可转让证券。货 币风险将灵活管理。基金是银行间债市基金,可透过境外投资计划及╱或债券通及╱或相关规例可能不时允许的其他方法以不多于其总资产的20%在中国银行间债券市场直接投资于在中国内地分销的在岸债券。基金力求投资于可持续投资,包括但不限于「绿色债券」(按 国际资本市场协会绿色债券原则指引下的专有方法定义), 且其总资产将按照下文所述的ESG政策进行投资。作为其投资目标的一部份,基金最多可以其总资产的50%投 资于资产抵押证券及按揭抵押证券,不论是否属投资级。其中 可包括资产抵押商业票据、抵押债务证券、有抵押按揭债务、 商业按揭抵押证券、信贷挂钩票据、房地产按揭投资管道、住 宅按揭抵押证券及合成抵押债务证券。资产抵押证券及按揭抵押证券的相关资产可包括贷款、租约或应收账款(例如(就资产抵押证券而言)信用卡债项、汽车贷款及学生贷款,以及(就按揭抵押证券而言)来自受规管及认可财务机构的商业和住宅按揭)。基金投资的资产抵押证券及按揭抵押证券可运用杠杆 交易提高投资者的回报。若干资产抵押证券可运用诸如信贷违 约掉期等衍生工具或一篮子该类衍生工具的结构,对不同发行 人的证券的表现取得投资参与,而无须直接投资于该等证券。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Dylan Price | Portfolio Manager | 2024 | now |
背景介紹 | Director, is a Portfolio Manager on BlackRock's Global Fixed Income team. Notably, Dylan is a PM on the BlackRock Flexible Income ETF (BINC) and an Associate PM on the Strategic Global Bond fund (SGB). SGB is one of the only 5-star, Gold Medal rated funds in Morningstar's Global Bond category. In addition to BINC and SGB, Dylan’s portfolio management responsibilities include helping inform portfolio construction decisions across Global, Unconstrained, and Global Allocation mandates. Dylan also produces macro-economic and market-based research for both internal and external facing presentation. He is a co-author of the Rick Rieder Monthly Markets Call. Mr. Price earned a BBA degree, with distinction, in Finance from the Goizueta Business School at Emory University. | ||
Russell Brownback | Managing Director | 2020 | now |
背景介紹 | Managing Director, is Head of Global Macro Positioning for Fixed-Income and a member of the Global Fixed-Income Executive Committee. He is a portfolio manager for unconstrained multi-sector and global fixed-income mandates. Prior to joining BlackRock in 2009, Mr. Brownback was a Senior Partner with R3 Capital Partners. From 1992 to 2008, he was with Lehman Brothers, most recently as a Managing Director and proprietary trader/portfolio manager for the Global Principal Strategies team. Previously, he was the head of the firm's Corporate and Emerging Markets bond trading desks. Mr. Brownback earned a BA in Economics from Hobart College and an Master in Management from the Kellogg Graduate School of Management at Northwestern University. He has been an adjunct professor for both graduate and undergraduate studies at Syracuse University's Whitman School of Business. | ||
Rick Rieder | CIO (Chief Investment Officer) | 2018 | now |
背景介紹 | Senior Managing Director, is BlackRock's Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Responsible for roughly $2.4 trillion in assets, Mr. Rieder is a member of BlackRock’s Global Executive Committee (GEC) and its GEC Investments Sub-Committee. He is also a member of BlackRock's Global Operating Committee, and Chairman of the firm-wide BlackRock Investment Council. Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury and member of the Federal Reserve’s Investment Advisory Committee on Financial Markets. Mr. Rieder currently serves on the Alphabet/Google Investment Advisory Committee and the UBS Research Advisory Board. He has been awarded the 2023 Outstanding Portfolio Manager by Morningstar, was nominated for Outstanding Portfolio Manager by Morningstar in 2021, was awarded the Global Unconstrained Fixed Income Manager of the Year for 2015 by Institutional Investor, was nominated for Fixed Income Manager of the Year by Institutional Investor for 2014, and was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013. Four of the funds Mr. Rieder manages (Strategic Income Opportunities, Fixed Income Global Opportunities, Total Return, and Strategic Global Bond) have been awarded Gold Medals by Morningstar. From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm's credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee, and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta. Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Goizueta Business School, and the University's Finance Committee, and is the Vice Chairman of the Investment Committee. Mr. Rieder is founder and chairman of the Goizueta Business School's BBA investment fund and community financial literacy program, Graduation Generation Public School Collaboration in Atlanta. Mr. Rieder serves as Chairman and President of the Board of Education for North Star Academy's fourteen Charter Schools in Newark, New Jersey. He is on the Board of the BlackRock Foundation, the Board of Advisors for the Hospital for Special Surgery, and the Board of Big Brothers/Big Sisters of Newark and Essex County. Mr. Rieder formerly served on the Board and National Leadership Council of the Communities in Schools Educational Foundation, and Trustee for the US Olympic Foundation. | ||
Aidan Doyle | - | 2017 | now |
背景介紹 | CFA, Managing Director, is a portfolio manager within the Global Bond Team. He is co-lead manager for the BGF World Bond Fund, the BGF Global Government Bond Fund, the BGF Fixed Income Global Opportunities Fund, BGF Sustainable Fixed Income Global Opportunities Fund, and the BGF US Dollar Bond Fund. Mr. Doyle began his career at BlackRock in 2010 when he joined the Global Bond Team as a portfolio manager. He is responsible for developing macro directional and relative value investment strategies and managing the team's global aggregate and global government bond portfolios. Mr Doyle. has a MSc degree in Finance from the Imperial College London, with a focus on fixed income and derivatives. He earned a BA degree in Economics, with honors, from Trinity College Dublin, with a focus on financial economics. | ||
Trevor Slaven | Managing Director | 2020 | 2024 |
背景介紹 | Trevor Slaven has been Managing Director of BlackRock, Inc. since 2020; Director of BlackRock, Inc. from 2018 to 2019; Vice President of BlackRock, Inc. from 2015 to 2017; Associate of BlackRock, Inc. from 2010 to 2014. | ||
Scott Thiel | Managing Director | 2006 | 2018 |
背景介紹 | Scott Thiel, Managing Director, is BlackRock's Deputy Chief Investment Officer of Fixed Income, Fundamental Portfolios, and head of the European and Non-US Fixed Income Group. He is a member of the Fixed Income Executive Committee and the EMEA Executive Committee. In addition, he is a lead portfolio manager of Euro portfolios. Mr. Thiel is a member of BlackRock's Leadership Committee. Prior to joining BlackRock in 2002, Mr. Thiel was a Vice President at Goldman Sachs & Co. During his thirteen years there, he was responsible for developing strategies in both US and international interest rate and derivative markets for institutional money managers. Mr. Thiel earned a BA degree in American history from Princeton University in 1987. | ||
Yoni Saposh | Director | 2011 | 2013 |
背景介紹 | Yoni Saposh, Director, is a portfolio manager of The BlackRock Obsidian Fund, specializing in global interest rate and currency markets. Previously, Mr. Saposh was a portfolio manager on the BlackRock Global Bond Team from 2004 to 2011. His service with the firm dates back to 2001, when he joined as an analyst in BlackRock's Portfolio Analytics Group, where he was responsible for analytics and risk management for BlackRock's alternative investment products. Mr. Saposh earned a BS degree, cum laude, in economics with a concentration in finance and decision-making processes, from the Wharton School at the University of Pennsylvania in 2001. | ||
Brian Weinstein | Managing Director | 2009 | 2013 |
背景介紹 | Brian Weinstein, Managing Director, is a co-head of the Global/Non-Dollar Portfolio Team within BlackRock's Fixed Income Portfolio Management Group. Mr. Weinstein moved to his current role in the Portfolio Management Group in 2002. He joined BlackRock in 2000 as an analyst in the Portfolio Analytics Group after spending several summers with BlackRock as an intern. | ||
Andrew Gordon | Managing Director | 2006 | 2011 |
背景介紹 | Andrew Gordon, Managing Director and portfolio manager, is head of BlackRock's global bond team within the Fixed Income Portfolio Management Group.Before joining BlackRock in 1996, Andrew developed strategies for a small relative value global fixed income hedge fund, having previously worked for CS First Boston and in the International Research and Open Market Operations departments of the Federal Reserve Bank of New York. | ||
Owen Murfin | Investment Officer | 2003 | 2006 |
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