- Introduction & Methodology
- Industry Trends
- Respondent Profile
- Defined Benefit Plans
- Portfolio Characteristics
- LDI Usage
- Provider Rankings
- Assets Under Management
- Clients
- Mandates
- Provider Profiles
- Allspring Global Investments
- BlackRock, Inc.
- Capital Group
- Columbia Threadneedle Investments
- Dodge & Cox
- Fiera Capital Corporation
- Income Research & Management ("IR+M")
- Insight Investment
- J.P. Morgan Asset Management
- KeyBank
- Legal & General Investment Management America, Inc.
- MetLife Investment Management (MIM)
- NISA Investment Advisors, LLC
- Pacific Investment Management Company LLC (PIMCO)
- Parametric Portfolio Associates
- SECOR Asset Management
- SLC Management
- Voya Investment Management Co. LLC
- Wellington Management Company LLP
Past Surveys
Provider Profiles
BlackRock, Inc.
blackrock.com
Summary of Offering
BlackRock’s LDI platform offers defined benefit pension plan sponsors the power and flexibility of one of the most comprehensive fixed-income businesses in the world, combined with proprietary asset-liability-focused technology.
BlackRock’s investment platform leverages differentiated insights, unparalleled market access and a technology advantage to deliver on client objectives.
BlackRock has decades of experience in liability-driven investing. Designing and executing investment strategies to reflect specific liability-hedging objectives is a core part of BlackRock’s success in managing assets for pension clients and represents the intersection of its core competencies of investment management, technology, innovation and client-centered solutions.
Client Restrictions: None
Business Summary (as of 06/30/2023)
| Total LDI clients | 583 |
| Total LDI mandates | 713 |
| Total LDI assets under management (US$) | $339.1B |
Regions With Active Mandates
| U.S. | |
| Canada | |
| U.K. | |
| Continental Europe and Republic of Ireland | |
| Asia | X |
| Australia | X |
| All other locations | X |
Sizes With Active Mandates
| <$500MM | |
| $500MM – $1B | |
| >$1B – $5B | |
| >$5B – $10B | |
| >$10B |
Regions With Asset Allocations
| U.S. | |
| Canada | |
| U.K. | |
| Continental Europe and Republic of Ireland | |
| Asia | X |
| Australia | X |
| All other locations | X |
Asset Classes With Asset Allocations
| Publicly Traded equities | X |
| Fixed income – Government only | X |
| Fixed income – Investment grade (BBB- or higher) credit | X |
| Fixed income – Below investment grade credit | X |
| Fixed income – Multisector | X |
| Fixed income – Other | |
| Cash | X |
| Private equity | X |
| Non private equity alternative investments, including real estate | X |
| Any other asset classes not mentioned above | X |