BUILT FOR THESE TIMES

Transcription

1 BUILT FOR THESE TIMES

2 CREATING A BETTER FINANCIAL FUTURE At BlackRock, we are committed to providing the leadership and answers you need to navigate today s challenging markets. Since our founding nearly 25 years ago, we have been able to tackle our clients through a long history of innovation. BlackRock s Growth in Asset Management 2012 Purchase of Claymore, Swiss Re, and the ETF business from Credit Suisse 2010 Established BlackRock Solutions hub in Gurgaon, India 2009 Merged with Barclays Global Investors and acquired ishares 2007 Acquisition of Fund of Funds business from Quellos Group 2006 Merged with Merrill Lynch Investment Managers 2005 Acquired State Street Research and Management and SSR Realty 3.9 tr 3.8 tr 4, tr 3.5 tr 3.2 tr 3, investors greatest needs, introducing: multi-asset strategies ETFs (exchange-traded funds) 2000 Launched BlackRock Solutions for risk management and technology services 1999 Initial public offering (NYSE:BLK) with PNC as majority shareholder 1998 Integrated equity, fixed income, liquidity and mutual funds under the BlackRock name 2, uncertain than ever, we are committed to helping investors build portfolios for these times Assumed responsibility for PNC s open-end mutual funds 1995 Affiliated with PNC to be its fixed income investment manager 1.1 tr 1.4 tr 1.3 tr 1, BlackRock founded Q

3 PUTTING YOUR INTERESTS FIRST Clients in Good Company Many of the world s largest organizations depend on us. 88 Of the FORTUNE 100 largest companies Clients of all types come to BlackRock, from individual investors parents and grandparents, doctors and teachers to the largest institutional clients pensions, endowments, foundations challenges. Our goal is to be more respected tomorrow than we are today, and to earn that respect by serving the best interests of clients. 95 % Of the largest 100 US retirement plans Of the 25 largest US endowments and foundations Of the top 25 insurers globally WE WORK FOR: Financial Advisors Corporations Foundations Pension Funds Sovereign Wealth Funds WE VE ADVISED IN CHALLENGING TIMES: AIG Bank of Greece Central Bank of Ireland Federal Reserve Bank of New York Her Majesty s Treasury UBS WE PARTNER WITH, AMONG OTHERS: AT&T Freddie Mac Google HSBC ING We Are a Fiduciary United States and around the globe. period objectives, risk tolerance and time horizons.

4 PEOPLE PASSIONATE ABOUT RESULTS We are passionate about our work and intensely focused on performing at the highest levels. To get there, we strive to outthink and outwork competitors and find the best balance of risk and return across all investment styles on behalf of clients. Diversity strengthens us; our best solutions come from the contributions of a group of talented and smart people, each playing a unique- and critical- role Investment teams at BlackRock managing 7,000+ portfolios 25 % Of employees have a Master s, MBA or PhD 10,000 Employees worldwide 43 % Of employees based outside the US 1 IN 10 Employees hold the CFA designation 4x PER WEEK Daily global meetings are held where all of BlackRock s investment teams exchange ideas and critical market information

5 HELPING YOU NAVIGATE INVESTMENT RISK We believe risk management is not about avoiding risk. It s about understanding more deeply the risks involved when making investment choices. BlackRock s goal is to ensure that risks taken are deliberate, Leading banks, insurance companies and sovereign nations rely on our riskmanagement expertise and proprietary risk management technology to examine and understand the risk in their portfolios. This allows our investment teams to 14 TRILLION Dollars analyzed by our proprietary risk management software, Aladdin 30,000 Portfolios examined by Aladdin every minute of the day 5,000 Portfolio stress tests run every week 3,000 Active risk factors monitored daily, from interest rates to currencies the numbers and bring clarity to your most daunting

6 CONNECTING GLOBALLY TO MAKE SMARTER DECISIONS The breadth of our global platform with more than 10,000 feet on the street in six continents gives us better information and sharper insight into today s rapidly changing and interconnected markets. And our ability to share and compare that information across teams and time zones helps us translate local insight in one part of the world into foresight and action in another. It s part of what makes our people and our clients better, smarter investors. Clients in 100 Countries WHERE OUR CLIENTS ARE Americas 61 % 31 % 8 % Europe, the Middle East, Africa ASSETS MANAGED (Dollars in billions) 2,313 1, Feet On the Ground And in Boardrooms Everywhere, on Behalf of Clients. 12,000+ 2,500 where we work to gain insights that shape stronger investment decisions on behalf of clients worldwide Companies where we vote our clients shares Companies where we own more than 5% on behalf of our clients Called on by central banks and government agencies in Greece, Ireland and across Europe for guidance in the midst of the debt crisis. Brought in to help the US Government manage billions in toxic assets from Mobilized on the ground to gauge investment risks for clients and contributed to earthquake and tsunami.

7 DELIVERING SOLUTIONS FOR THE NEW WORLD OF INVESTING BlackRock has built solutions around investors greatest needs, and investment vehicles, including: mutual funds ETFs separately managed accounts alternatives The World s Largest Investment Manager Over the years, millions of investors have entrusted their assets to us TRILLION Largest asset manager with 3.94 trillion in assets under management (AUM) 1, equal to 54% of China s 2012 GDP BlackRock: Total Assets of 3.94 Trillion 1 51 % EQUITY 7 % MULTI-ASSET 32 % FIXED INCOME 7 % CASH MANAGEMENT TOP BILLION Only asset manager ranked in the top 10 for open-end funds, ETFs, separately managed accounts and closed-end funds (based on AUM) 2 ishares is the world s leading ETF provider, with more than 809 billion in AUM 3 3 % ALTERNATIVES 1 % ADVISORY

8 1 AUM as of 3/31/ Based on assets under management. All AUM data is retail. Source: Intermediary-sold OEF 6/30/12, CEF; ETF, Simfund data; SMA 12/31/11 Cerulli data. US retail rankings based on assets under management. 3 Source: BlackRock ETP Landscape March Based on number of ETFs, AUM and market share. Source: BlackRock, as of 3/31/2013; ranking source: Pensions & Investments as of 12/31/10. Rankings calculated annually. Issued in Australia by BlackRock Investment Management (Australia) Limited ABN AFSL ( BIMAL ). BIMAL is a wholly-owned subsidiary of BlackRock, Inc. (collectively BlackRock ). BlackRock, its officers and employees believe the information in this document is correct at the time of issue, but no warranty of accuracy or reliability is given and no responsibility arising in any way for errors or omissions (including responsibility to any person by reason of negligence) is accepted by BlackRock, its officers and employees. This document contains general information only and does not take into account an individual s circumstances and consideration should be given to talking to a financial or other professional adviser before making an investment decision. No guarantee as to the capital value of investments in the fund nor future returns is made by BlackRock or any company in the BlackRock group BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, ALADDIN, ishares, and INVESTING FOR A NEW WORLD are registered and unregistered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners, used with permission.