Provider Profiles
BlackRock
| Profile | |
| Business Model/Type§ | |
| Year Entered Into OCIO Business | 2005 |
| No. of Relationship Managers/Salespeople | |
| No. of OCIO Portfolio Managers | |
| OCIO % of Total Firm Revenue | |
| No. of Clients, Full Discretion | 106 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $145.4B |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $123.3B |
| 401(k), 403(b), Other DC | $629MM |
| Endowments/Foundation | $7.2B |
| Health Care | |
| Other | $14.4B |
| Portfolio Construction |
BlackRock takes 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. They design holistic solutions that leverage the advanced market, asset class and portfolio insights from the BlackRock investment platform. Further, they 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. |
| § | OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. |
| OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. | |
| Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. | |
| Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. |