Provider Profiles
BlackRock
| Portfolio Construction |
| At BlackRock, we take an integrated whole-portfolio approach to deliver investment solutions to meet a client’s unique investment objective. This approach ensures that all portfolio construction decisions are made in connection with one another, as too often investment decisions are made in asset class silos when drivers of risk, return and portfolio inefficiencies may be common and shared across other parts of the portfolio. We design holistic solutions that leverage the advanced market, asset class and portfolio insights from the BlackRock investment platform. Further, we employ our industry-leading Aladdin portfolio and risk management platform to provide a real-time view of the risk exposures and positioning of each client portfolio. |
| Profile | |
| Business model§ | Proprietary/non-proprietary |
| Year entered into OCIO business | 2005 |
| No. of relationship managers/salespeople | Not provided |
| No. of OCIO portfolio managers | Not provided |
| OCIO % of total firm revenue | Not provided |
| No. of clients, full discretion | 162 |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets | $319b |
| Discretionary Assets by Fund Type | |
| Defined benefit | $177b |
| 401(k), 403(b) or other defined contribution plan | $103b |
| Endowments or foundation | $6.5b |
| Health care pools (board designated, funded depreciation) | $16.5b |
| Other | $16b |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture or manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: A consulting firm that also has discretion over assigned assets. Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. Other: An OCIO platform is something other than the types listed above. |