iShares LifePath Target Date 2055 ETF (ITDG US) – Portfolio Construction Methodology

The investment philosophy underlying the actively managed iShares LifePath Target Date 2055 ETF builds a diversified fund-of-funds mix of iShares ETFs and systematically shifts its asset allocation along a dated glide path that becomes progressively more conservative as 2055 approaches. Under normal circumstances the portfolio invests primarily in affiliated ETFs and at least 80% in securities or instruments sharing economic characteristics with a proprietary 2055 Target Date Custom Benchmark; optimization versus that benchmark and proprietary risk measurement tools shape exposures. The investable set spans global equities (value/growth across large/mid/small caps, developed and emerging) and fixed income (sovereigns, corporates, agency MBS/CMBS, investment grade and high yield, USD and local currency), with flexibility to include REITs; derivatives can be embedded within underlying funds. The team meets regularly to reassess targets and rebalance underlying holdings to maintain glide-path and risk aims; allocations are expected to align with the Retirement Fund near maturity, with potential consolidation thereafter.

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