For more information contact: emailus@marcusevans.com An interview with: Dr Christian Gast, Managing Director, Head of iShares Switzerland, BlackRock, an investment management firm at the marcus evans who provides his expertise on strategic asset allocation. Join the November 2014 Summit along with leading European family offices and global asset managers in an intimate environment for a focused discussion of key new drivers shaping wealth management strategies today. For more information contact: emailus@marcusevans.com

1. Investment Portfolio Diversification
is still key
considered a safe haven for many years. potentially stamp duty when entering as
Investors should consider alternate well as exiting positions. As the guide
sources of income, such as dividend- was very well received in the market,
paying stocks and corporate debt. we developed it further and created an
electronic version.
How should private wealth
managers assess risks? What are the investment
opportunities in these areas today?
The key remains portfolio
diversification, across different regions We consider equity income strategies
and asset classes. Private wealth very attractive, particularly non-US
managers should also take a long-term dividend income exposure. Investors
perspective and identify fundamental should currently probably have a tactical
risk factors, including those that come tilt towards Asian and Latin American
Interview with: Dr Christian Gast, from the structure of the products assets, and exposure to multinational
Managing Director, Head of iShares themselves. corporations with strong emerging
Switzerland, BlackRock market sales.
How does iShares give more
efficient access to equities, fixed In the fixed income space, we prefer
“The good old concept of strategic asset income and commodities? corporate bonds over US treasuries,
allocation still determines portfolio German bonds and UK gilts. Emerging
performance,” says Dr Christian Gast, BlackRock’s scale of the business in the market bonds are also attractive. With
Managing Director, Head of iShares passive investment area is able to offer commodities, our advice would be to
Switzerland, BlackRock. “In private investors what they ultimately need, invest in precious metals, gold in
wealth management, we often find which is access to building blocks for particular, oil and gas.
the one egg in one basket approach, efficient portfolio construction. It is
which can provide undesired results.” crucial to have the scale and offering on
a global basis across multiple
Ahead of the marcus evans Elite jurisdictions, and to ensure cost efficient
Summit 2012, in Montreux, access, in particular high liquidity of
Switzerland, 30 May - 1 June, Mr Gast, products.
from the investment management firm
BlackRock attending t he event , To help investors with product selection,
The good old
discusses the biggest risks to a private
wealth portfolio and the investment
we created the Exchange Traded
Product Due Diligence Guide with the
concept of
opportunities in the equities, fixed
income and commodities space.
criteria for conducting due diligence.
Structure is one of the most crucial
strategic asset
What are the biggest risks to a
ones. Does the product replicate the
index by physically holding the allocation still
private wealth portfolio today? underlying constituents of the index? Or
is it a derivative based approach? There determines
Europe’s economic and political situation are also tax considerations at various
continues to be challenging. The risk of
another financial crisis has receded but
levels, performance, tracking error and
tracking difference. Investors should
portfolio
rising inflation remains a concern. The
current low interest rates in the
also take into account the total cost of
ownership in addition to the
performance
government sector in particular have management fees; there is typically
beaten down bonds that were brokerage commission, spread and

2. About the Elite Summit 2012
The Investment Network –
marcus evans Summits group
This unique forum will take place at the Fairmont Le Montreux Palace, Montreux,
delivers peer-to-peer information
Switzerland, 30 May - 1 June 2012. Offering much more than any conference,
on strategic matters, professional
seminar or trade show, this exclusive meeting will bring together esteemed thought
trends and breakthrough
leaders in private wealth management and market leading asset and fund managers
innovations.
for a highly focused and interactive networking event. The Summit includes
presentations on every aspect of the family office space, from the latest asset
allocation trends to building comprehensive technology platforms and managing
family dynamics.
www.elitesummit.com
Please note that the Summit is a
closed business event and the Contact
number of participants strictly
Sarin Kouyoumdjian-Gurunlian, Press Manager, marcus evans, Summits
limited.
Division
Tel: + 357 22 849 313
Email: press@marcusevanscy.com
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About BlackRock
BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients
worldwide. The firm offers products that span the risk spectrum to meet clients’ needs, including active, enhanced and index
strategies across markets and asset classes. Products are offered in a variety of structures including separate accounts, mutual
funds, iShares® (exchange-traded funds), and other pooled investment vehicles.
For more information: www.blackrock.com
About marcus evans Summits
marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss
strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to
individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings.
For more information, please visit: www.marcusevans.com
Upcoming Events
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To view the web version of this interview, please click here: www.elitesummit.com/ChristianGast