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BlackRock Investor Day 2025

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BlackRock Investor Day 2025 — a 147-page executive presentation outlining BlackRock's 2030 strategy, financial targets, and growth platforms across ETFs, active investing, private markets, technology, and international expansion.

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Etiquetas

BlackRock
Investor day
2025
Asset management
ETF

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Descripción

Tema Principal

BlackRock Investor Day 2025 — a 147-page executive presentation outlining BlackRock's 2030 strategy, financial targets, and growth platforms across ETFs, active investing, private markets, technology, and international expansion.

Beneficios Clave

  • •Clear articulation of $35B+ revenue and $15B operating income 2030 targets
  • •Deep dives into each major business unit with metrics and growth drivers
  • •Demonstrates integration thesis for GIP and HPS acquisitions
  • •Showcases Aladdin technology platform as a $20B+ addressable market
  • •Provides shareholder value framework linking organic growth, operating leverage, and capital management

Audiencia Objetivo

  • •Institutional investors and analysts
  • •Asset management executives and strategy teams
  • •Financial technology and fintech professionals
  • •Corporate strategy and M&A professionals
  • •Presentation designers seeking investor-day slide templates

Casos de Uso

  • •Investor day presentation template for large financial firms
  • •Executive strategy deck design reference
  • •Corporate annual investor conference slide design
  • •Multi-speaker financial presentation structure reference
  • •Asset management business unit overview template

Propuestas de Valor Únicas

  • •147-page comprehensive multi-speaker format with clear section dividers
  • •Consistent black/white/orange brand identity across all slides
  • •Blend of data-heavy slides and conceptual framework diagrams
  • •Modular structure allows individual business unit sections to stand alone
  • •Professional financial services design language with clean minimalist layouts

Páginas de Diapositivas (147)

Vista detallada de cada página de diapositiva, incluyendo diseño, contenido clave y elementos visuales.

Página 1
Cover

Cover — Investor Day 2025

Contenido

Full-bleed aerial crowd photograph with 'BlackRock Investor Day 2025' title overlay in bold white sans-serif typography.

Estructura del Diseño

Full-bleed hero image with centered title text and BlackRock logo top-left

Elementos Visuales Clave

  • •Aerial crowd photograph
  • •BlackRock logo
  • •White headline typography
  • •Dark overlay gradient
Página 2
Legal / Disclaimer

Forward-Looking Statements & Important Notes

Contenido

Dense legal disclaimer text covering forward-looking statements, non-GAAP measures, and important notes for investors.

Estructura del Diseño

Two-column dense text layout on white background with small header rule

Elementos Visuales Clave

  • •BlackRock footer bar
  • •Section header rule
  • •Small-body legal text
  • •Two-column grid
Página 3
Section Divider

Martin Small — BlackRock's 2030 Ambition (Section Divider)

Contenido

Orange-accented section divider introducing CFO Martin Small and the '2030 Ambition' strategic theme.

Estructura del Diseño

Dark background with orange accent bar, speaker name and section title centered

Elementos Visuales Clave

  • •Orange accent bar
  • •Speaker name
  • •Section title
  • •Investor Day 2025 branding bar
Página 4
Strategy Overview

Strategy Foundations

Contenido

Overview of BlackRock's strategic pillars — whole portfolio, technology, and global reach — as the foundation for 2030 ambitions.

Estructura del Diseño

Three-column icon-and-text layout with color-coded boxes

Elementos Visuales Clave

  • •Three-column layout
  • •Color-coded boxes
  • •Icon set
  • •BlackRock footer
Página 5
Financial Targets

2030 Financial Targets

Contenido

Headline targets of $35B+ revenue, $15B operating income, and $280B market capitalization by 2030.

Estructura del Diseño

Large bold metric callouts in a three-box horizontal layout

Elementos Visuales Clave

  • •Large KPI callout boxes
  • •Bold numeric typography
  • •Horizontal three-panel layout
  • •Orange accent color
Página 6
Strategy

Structural Growers

Contenido

Identifies ETFs, private markets, and technology as the structural growth engines driving above-market revenue expansion.

Estructura del Diseño

Vertical list with descriptive callout boxes and connecting arrows

Elementos Visuales Clave

  • •Growth driver list
  • •Callout boxes
  • •Connecting arrows
  • •Color hierarchy
Página 7
Market Opportunity

Global Asset Pools

Contenido

Maps the major global capital pools — retirement, insurance, wealth, and sovereign — as the demand landscape for BlackRock's platform.

Estructura del Diseño

World map visualization overlaid with segmented capital pool labels

Elementos Visuales Clave

  • •World map
  • •Capital pool labels
  • •Segmented color regions
  • •Size-proportional annotations
Página 8
New Business Lines

New Businesses — Insurance, Wealth & Digital Assets

Contenido

Highlights insurance SMA, wealth tech, and digital assets as incremental new revenue businesses being scaled.

Estructura del Diseño

Three-column card layout with icon, headline, and metric per business

Elementos Visuales Clave

  • •Three-card layout
  • •Business icons
  • •Metric callouts
  • •Color-coded cards
Página 9
Product Platform

Active ETFs Platform

Contenido

Positions active ETFs as a key structural growth product, highlighting DYNF and BINC as flagship examples with AUM momentum.

Estructura del Diseño

Split layout: left narrative text, right product metrics table

Elementos Visuales Clave

  • •Split layout
  • •Product metrics table
  • •AUM growth bars
  • •Orange accent headers
Página 10
M&A / Acquisitions

GIP & HPS Integration Rationale

Contenido

Explains the strategic rationale for the GIP infrastructure and HPS private credit acquisitions as accelerators of private markets scale.

Estructura del Diseño

Two-column side-by-side deal overview with integration synergy callouts

Elementos Visuales Clave

  • •Deal overview panels
  • •Synergy callout boxes
  • •Logo treatments
  • •Integration timeline
Página 11
Fundraising Targets

$400B Private Markets Fundraise Target

Contenido

Projects $400B in private markets fundraising through 2030 across infrastructure, private credit, real estate, and hedge funds.

Estructura del Diseño

Bar chart with cumulative fundraise projection broken out by asset class

Elementos Visuales Clave

  • •Stacked bar chart
  • •Asset class color legend
  • •Target callout annotation
  • •Five-year projection axis
Página 12
Technology Platform

Technology Stack — Aladdin, eFront & Preqin

Contenido

Presents the integrated Aladdin/eFront/Preqin technology ecosystem as the operating backbone spanning public and private markets.

Estructura del Diseño

Layered platform diagram with product name tiles and capability arrows

Elementos Visuales Clave

  • •Platform stack diagram
  • •Product tiles
  • •Capability arrows
  • •Interconnection lines
Página 13
Strategy Summary

2030 Strategy Summary

Contenido

Single-page visual summary consolidating the CFO's strategy narrative: structural growers, scale advantages, and financial targets.

Estructura del Diseño

Pyramid or hub-and-spoke summary diagram with metric callouts

Elementos Visuales Clave

  • •Summary diagram
  • •KPI callouts
  • •Strategic pillar labels
  • •Orange accent highlights
Página 14
Footnotes

End Notes — Slides 3–13

Contenido

Footnotes and data source attributions for slides presented in the CFO's 2030 Ambition section.

Estructura del Diseño

Small-body footnote text in single or double column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 15
Section Divider

Rob Goldstein — Powering Scale (Section Divider)

Contenido

Orange-accented section divider introducing COO Rob Goldstein and the 'Powering Scale' operational theme.

Estructura del Diseño

Dark background with orange accent bar, speaker name and section title

Elementos Visuales Clave

  • •Orange accent bar
  • •Speaker name
  • •Dark background
  • •Investor Day 2025 branding
Página 16
Industry Trends

Industry Consolidation — Top 5 at 25% Share

Contenido

Shows that the top 5 asset managers now control 25% of industry AUM, illustrating accelerating scale consolidation.

Estructura del Diseño

Market share bar chart with competitor comparison and trend arrow

Elementos Visuales Clave

  • •Market share bar chart
  • •Competitor labels
  • •Trend arrow
  • •25% highlight callout
Página 17
Operating Model

The 1BLK Operating Platform

Contenido

Introduces '1BLK' as the unified operating platform enabling cross-business collaboration and consistent client experience.

Estructura del Diseño

Platform overview diagram with interconnected business unit nodes

Elementos Visuales Clave

  • •Platform node diagram
  • •Business unit labels
  • •Interconnection lines
  • •1BLK branding
Página 18
Scale & Capabilities

22,600 Employees Globally

Contenido

Highlights BlackRock's global workforce of 22,600 employees as a competitive advantage in talent and capabilities.

Estructura del Diseño

Map visualization with headcount callout and office location markers

Elementos Visuales Clave

  • •Global headcount callout
  • •Office location map
  • •Regional breakdown table
  • •Bold metric typography
Página 19
Capabilities

Breadth of Capabilities

Contenido

Matrix diagram showing BlackRock's full capability breadth across asset classes, client segments, and geographies.

Estructura del Diseño

Dense capability matrix grid with color-coded cells

Elementos Visuales Clave

  • •Capability matrix grid
  • •Color-coded cells
  • •Asset class rows
  • •Client segment columns
Página 20
Innovation

Platform Reinvention — SpiderRock, Aladdin Copilot, Preqin, HPS

Contenido

Showcases recent platform enhancements including SpiderRock options tech, Aladdin Copilot AI, Preqin data, and HPS credit origination.

Estructura del Diseño

Four-quadrant card layout with product logo, description, and status indicator

Elementos Visuales Clave

  • •Four-quadrant card layout
  • •Product logos
  • •Status badges
  • •Innovation timeline
Página 21
Global Expansion

New Global Offices

Contenido

Lists recently opened and planned offices in key global markets as evidence of geographic expansion strategy.

Estructura del Diseño

World map with city-pin callouts and office opening dates

Elementos Visuales Clave

  • •World map
  • •City pin markers
  • •Opening date labels
  • •Regional grouping
Página 22
Strategy Framework

Four Principles of Scale

Contenido

Presents four strategic principles — data advantage, technology leverage, talent density, and client centricity — that compound BlackRock's scale.

Estructura del Diseño

Numbered four-panel vertical or horizontal layout with icon per principle

Elementos Visuales Clave

  • •Four-panel layout
  • •Numbered icons
  • •Principle headlines
  • •Supporting copy blocks
Página 23
Digital Assets

Digital Assets & Blockchain Ecosystem

Contenido

Maps BlackRock's digital assets strategy including IBIT, tokenized funds, and blockchain infrastructure partnerships.

Estructura del Diseño

Ecosystem diagram with product and partner nodes connected by asset flow arrows

Elementos Visuales Clave

  • •Ecosystem node diagram
  • •Partner logos
  • •Asset flow arrows
  • •IBIT callout
Página 24
Technology / AI

BSYS Platform & AI Research Agents

Contenido

Describes the BSYS internal systems platform and AI research agents being deployed to drive operational efficiency and investment insight.

Estructura del Diseño

Split slide: left system architecture diagram, right AI agent use-case list

Elementos Visuales Clave

  • •System architecture diagram
  • •AI agent icons
  • •Use-case list
  • •Marginal cost reduction metric
Página 25
Footnotes

End Notes — Slides 15–24

Contenido

Footnotes and source attributions for the COO's Powering Scale section.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 26
Section Divider

Sudhir Nair & Tarek Chouman — Aladdin: The Language of the Whole Portfolio (Section Divider)

Contenido

Orange-accented section divider introducing the Aladdin technology section presented by Sudhir Nair and Tarek Chouman.

Estructura del Diseño

Dark background with orange accent bar, dual speaker names and section title

Elementos Visuales Clave

  • •Orange accent bar
  • •Dual speaker names
  • •Dark background
  • •Aladdin branding
Página 27
Product Overview

Aladdin — Three Roles

Contenido

Positions Aladdin as simultaneously BlackRock's operating backbone, technology foundation for clients, and commercial software business.

Estructura del Diseño

Three-circle or three-panel Venn-style diagram showing overlapping roles

Elementos Visuales Clave

  • •Three-role diagram
  • •Role labels
  • •Overlap annotations
  • •Aladdin logo
Página 28
Financial Performance

$1.6B Tech Revenue — 10% CAGR

Contenido

Reports $1.6B in technology revenue growing at a 10% CAGR, underpinned by 97% client retention and 98% recurring revenue.

Estructura del Diseño

Revenue bar chart with CAGR label and key metric callout boxes

Elementos Visuales Clave

  • •Revenue bar chart
  • •CAGR annotation
  • •97% retention callout
  • •98% recurring callout
Página 29
Sales & Growth

Client Funnel — 4,800 to 172 to 75

Contenido

Visualizes the Aladdin sales funnel narrowing from 4,800 prospective software companies to 172 engaged prospects to 75 current clients.

Estructura del Diseño

Funnel diagram with three stages, numerical labels, and conversion annotations

Elementos Visuales Clave

  • •Three-stage funnel
  • •Numerical labels
  • •Conversion rate annotations
  • •Pipeline color gradient
Página 30
Market Opportunity

Industry Tailwinds for Aladdin

Contenido

Outlines key industry trends — risk complexity, regulatory pressure, and data demands — driving demand for institutional operating systems.

Estructura del Diseño

Three-column tailwind cards with icon, headline, and supporting data point

Elementos Visuales Clave

  • •Three tailwind cards
  • •Trend icons
  • •Data point callouts
  • •Color-coded headers
Página 31
Strategy Framework

Aladdin Growth Flywheel

Contenido

Circular flywheel diagram showing how expanding capabilities, growing platform, and accelerating with AI reinforce each other.

Estructura del Diseño

Circular flywheel diagram with three labeled arcs and center metric

Elementos Visuales Clave

  • •Circular flywheel
  • •Three arc labels
  • •AI acceleration node
  • •Center KPI
Página 32
Market Opportunity

$20B+ Total Addressable Market

Contenido

Quantifies the total addressable market for Aladdin and related technology services at over $20 billion.

Estructura del Diseño

TAM breakdown chart with segment bars and total callout

Elementos Visuales Clave

  • •TAM segment chart
  • •Segment labels
  • •$20B+ total callout
  • •Market size comparison
Página 33
Product Evolution

Private Markets Journey — eFront to Whole Portfolio

Contenido

Traces Aladdin's expansion into private markets from eFront acquisition through whole-portfolio coverage to Preqin and GIP/HPS integration.

Estructura del Diseño

Horizontal timeline with product milestone nodes and expanding scope arrow

Elementos Visuales Clave

  • •Horizontal timeline
  • •Milestone nodes
  • •Scope expansion arrow
  • •Product logos
Página 34
Sales & Marketing

Client Acquisition Drivers

Contenido

Lists the primary reasons new clients adopt Aladdin: risk analytics depth, multi-asset coverage, operational efficiency, and regulatory compliance.

Estructura del Diseño

Numbered list with driver headlines and brief supporting descriptions

Elementos Visuales Clave

  • •Numbered driver list
  • •Headline text
  • •Supporting descriptions
  • •Color accent numbers
Página 35
Case Study

Insurance Client Case Study

Contenido

Details how a large insurance company uses Aladdin to manage liability-driven investing, risk reporting, and regulatory capital optimization.

Estructura del Diseño

Case study card with client profile, challenge, solution, and outcome sections

Elementos Visuales Clave

  • •Case study card
  • •Challenge/solution/outcome sections
  • •Client metrics
  • •Orange accent border
Página 36
Product Integration

Aladdin for Private Markets — eFront Integration

Contenido

Shows how eFront's private markets data and workflow capabilities are integrated into the Aladdin platform for unified portfolio management.

Estructura del Diseño

Integration diagram showing eFront modules connecting to Aladdin core

Elementos Visuales Clave

  • •Integration diagram
  • •Module labels
  • •Data flow arrows
  • •eFront logo
Página 37
Data Platform

Preqin Data Integration

Contenido

Explains how Preqin's alternative assets data enhances Aladdin's private markets analytics and benchmarking capabilities.

Estructura del Diseño

Split layout: Preqin data assets left, Aladdin capability enhancement right

Elementos Visuales Clave

  • •Split layout panels
  • •Data asset icons
  • •Capability enhancement arrows
  • •Preqin logo
Página 38
Product Roadmap

Expanding Aladdin Capabilities

Contenido

Product roadmap showing new Aladdin modules being added across liquidity management, climate risk, and AI-driven analytics.

Estructura del Diseño

Roadmap grid with module tiles organized by theme and timeline

Elementos Visuales Clave

  • •Roadmap grid
  • •Module tiles
  • •Theme groupings
  • •Timeline axis
Página 39
AI / Innovation

Aladdin Copilot — AI-Powered Workflows

Contenido

Introduces Aladdin Copilot as an AI layer enabling natural language portfolio queries, automated reporting, and decision-support workflows.

Estructura del Diseño

Product screenshot mockup with feature callout annotations

Elementos Visuales Clave

  • •UI mockup
  • •Feature callout labels
  • •Workflow diagram
  • •Copilot branding
Página 40
AI Impact

Accelerating with AI Across Aladdin

Contenido

Quantifies AI acceleration impact on Aladdin: faster analytics, lower cost-to-serve, and new capability releases enabled by machine learning.

Estructura del Diseño

Three-metric impact layout with before/after performance comparisons

Elementos Visuales Clave

  • •Before/after metrics
  • •Impact callout boxes
  • •Speed improvement annotations
  • •AI icon
Página 41
Growth Strategy

Growing the Aladdin Platform

Contenido

Illustrates how platform adoption grows through existing client upsell, new client acquisition, and geographic expansion.

Estructura del Diseño

Growth lever diagram with three pathways and associated revenue projections

Elementos Visuales Clave

  • •Growth lever diagram
  • •Three pathways
  • •Revenue projections
  • •Geographic expansion map
Página 42
Summary

Aladdin Mission Summary

Contenido

Closing summary positioning Aladdin as the language of the whole portfolio and reiterating the $20B+ market opportunity.

Estructura del Diseño

Mission statement slide with bold headline, supporting metrics, and strategic outlook

Elementos Visuales Clave

  • •Bold mission statement
  • •Supporting metrics grid
  • •Strategic outlook text
  • •Aladdin logo
Página 43
Footnotes

End Notes — Slides 26–42

Contenido

Footnotes and data source attributions for the Aladdin technology section.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 44
Section Divider

iShares — Unlocking Growth Across the Globe (Section Divider)

Contenido

Orange-accented section divider introducing the iShares ETF section presented by Stephen Cohen, Jessica Tan, and Jane Sloan.

Estructura del Diseño

Dark background with orange accent bar, three speaker names and section title

Elementos Visuales Clave

  • •Orange accent bar
  • •Three speaker names
  • •iShares logo
  • •Dark background
Página 45
Business Overview

iShares Platform Overview — $4.3T AUM

Contenido

Overview of iShares as the world's largest ETF platform with $4.3T AUM and $6.7B in revenue across 1,600+ ETFs.

Estructura del Diseño

Hero metric layout with three large KPI callouts and supporting platform facts

Elementos Visuales Clave

  • •Three KPI callouts
  • •$4.3T AUM metric
  • •Platform fact boxes
  • •iShares branding
Página 46
Industry Trends

Three Industry Trends — Convenience, Convergence & Scale

Contenido

Identifies investor preference for convenience, asset class convergence, and scale economics as the three macro tailwinds benefiting iShares.

Estructura del Diseño

Three-column card layout with trend icon, headline, and supporting data

Elementos Visuales Clave

  • •Three trend cards
  • •Trend icons
  • •Data point callouts
  • •Color-coded headers
Página 47
Market Growth

ETF Industry Growing to $27T by 2030

Contenido

Projects total ETF industry AUM growing from current levels to $27 trillion by 2030 driven by ongoing active-to-passive migration.

Estructura del Diseño

Bar/area chart with historical AUM bars and forward projection shading

Elementos Visuales Clave

  • •Historical + projection chart
  • •$27T target annotation
  • •Growth rate label
  • •Shaded projection area
Página 48
Market Position

iShares as #1 with 1,600+ ETFs in 25+ Countries

Contenido

Reinforces iShares' market leadership position with 1,600+ ETFs listed across more than 25 countries globally.

Estructura del Diseño

World map with country markers and product count annotations

Elementos Visuales Clave

  • •World map
  • •Country markers
  • •Product count callouts
  • •Market share annotations
Página 49
Growth Analysis

Diversified Organic Growth Sources

Contenido

Breaks down iShares net flow drivers across equity, fixed income, active ETFs, thematic, and factor categories.

Estructura del Diseño

Waterfall or stacked bar chart of net flows by product category

Elementos Visuales Clave

  • •Flow waterfall chart
  • •Category labels
  • •Net flow bars
  • •Total net flow callout
Página 50
Competitive Advantage

Investment Engine & Platform Innovation

Contenido

Describes iShares' dual competitive advantage: a rigorous index-tracking investment engine and continuous product/platform innovation.

Estructura del Diseño

Two-panel split with investment engine left and innovation pipeline right

Elementos Visuales Clave

  • •Two-panel split
  • •Investment engine diagram
  • •Innovation pipeline list
  • •Connecting bridge graphic
Página 51
Market Opportunity

Fixed Income ETFs — $2.5T, 2% of Bond Market

Contenido

Highlights fixed income ETFs at $2.5T AUM representing only 2% of the bond market, underscoring the long-term penetration opportunity.

Estructura del Diseño

Penetration opportunity chart comparing ETF share to total bond market size

Elementos Visuales Clave

  • •Market penetration chart
  • •2% share annotation
  • •$2.5T AUM callout
  • •Total bond market reference bar
Página 52
Business Unit

US iShares — $3T AUM

Contenido

Details the US iShares business at $3T AUM, covering product breadth, distribution reach, and market share across client segments.

Estructura del Diseño

Business unit overview card with AUM metric, product breakdown, and distribution channels

Elementos Visuales Clave

  • •$3T AUM headline
  • •Product breakdown chart
  • •Distribution channel list
  • •Client segment icons
Página 53
Product Spotlight

IBIT Bitcoin ETF — $48B Inflows, 925K Investors

Contenido

Reports IBIT as the largest bitcoin ETF with $48B in cumulative inflows and 925,000 unique investors since launch.

Estructura del Diseño

Product spotlight card with inflow chart, investor count, and milestone timeline

Elementos Visuales Clave

  • •Inflow bar chart
  • •$48B inflow callout
  • •925K investor callout
  • •IBIT milestone timeline
Página 54
Product Spotlight

Active ETFs — DYNF $15.2B & BINC $8.6B

Contenido

Spotlights DYNF ($15.2B) and BINC ($8.6B) as flagship active ETFs leading BlackRock's entry into the active ETF growth market.

Estructura del Diseño

Two-product comparison layout with AUM, strategy summary, and performance metric

Elementos Visuales Clave

  • •Two-product comparison
  • •AUM callouts
  • •Strategy summaries
  • •Performance metrics
Página 55
Distribution

Models Distribution — $620B+

Contenido

Shows iShares powering model portfolio strategies with $620B+ in model-based distribution across wealth platforms.

Estructura del Diseño

Distribution flow diagram from iShares through model platforms to end investors

Elementos Visuales Clave

  • •Distribution flow diagram
  • •$620B+ callout
  • •Platform logos
  • •End-investor icons
Página 56
Market Growth

European ETF Market — Growing to $2.3T

Contenido

Projects the European ETF market growing to $2.3T, driven by regulatory tailwinds and institutional adoption acceleration.

Estructura del Diseño

Market size projection chart with growth rate annotation and key catalyst callouts

Elementos Visuales Clave

  • •Market projection chart
  • •$2.3T target
  • •Growth rate label
  • •Catalyst callout boxes
Página 57
Market Position

iShares Europe — $1T AUM, 40% Market Share

Contenido

Highlights iShares Europe reaching $1T AUM with 40% market share, making it the dominant European ETF provider.

Estructura del Diseño

Market share pie chart alongside AUM growth bar chart

Elementos Visuales Clave

  • •40% market share pie chart
  • •$1T AUM bar chart
  • •Competitor share comparison
  • •Market leadership annotation
Página 58
Client Segments

Client Adoption — Fee-Based Wealth

Contenido

Details iShares adoption by fee-based wealth advisors as they shift from commission-based to fee-based business models.

Estructura del Diseño

Adoption trend chart with advisor segment breakdown and flow attribution

Elementos Visuales Clave

  • •Adoption trend chart
  • •Advisor segment bars
  • •Flow attribution labels
  • •Fee-based shift annotation
Página 59
Client Segments

Client Adoption — Digital Wealth Platforms

Contenido

Describes iShares as the preferred ETF provider for digital wealth and robo-advisory platforms due to liquidity and breadth.

Estructura del Diseño

Platform logos arranged with partnership tier annotations and AUM attributable

Elementos Visuales Clave

  • •Digital platform logos
  • •Partnership tiers
  • •AUM attribution callouts
  • •Growth trend arrow
Página 60
Client Segments

Client Adoption — Institutional

Contenido

Shows institutional adoption of iShares ETFs for portfolio construction, cash equitization, and tactical allocation.

Estructura del Diseño

Use-case matrix with institutional client types and ETF application per type

Elementos Visuales Clave

  • •Use-case matrix
  • •Client type rows
  • •ETF application columns
  • •Color-coded cells
Página 61
Innovation

European Product Innovation

Contenido

Showcases European-specific ETF product launches including ESG, factor, and fixed income ETFs tailored to UCITS demand.

Estructura del Diseño

Product launch timeline with category icons and AUM achieved at launch

Elementos Visuales Clave

  • •Product launch timeline
  • •Category icons
  • •AUM achieved markers
  • •UCITS label
Página 62
Global Expansion

Global Expansion — Asia Pacific & Latin America

Contenido

Details iShares expansion into Asia Pacific and Latin America as the next geographic growth frontiers for ETF adoption.

Estructura del Diseño

Regional spotlight with market size, current share, and growth target per region

Elementos Visuales Clave

  • •Regional spotlight cards
  • •Market size bars
  • •Current vs. target share
  • •Geographic expansion map
Página 63
Brand

iShares Brand & Marketing Image

Contenido

Full-page marketing visual reinforcing the iShares global brand identity with lifestyle/investment imagery.

Estructura del Diseño

Full-bleed marketing image with iShares logo overlay

Elementos Visuales Clave

  • •Marketing photograph
  • •iShares logo
  • •Brand tagline
  • •Minimal text overlay
Página 64
Footnotes

End Notes — iShares Section (Part 1)

Contenido

Footnotes and data source attributions for the first portion of the iShares section.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 65
Footnotes

End Notes — iShares Section (Part 2)

Contenido

Continuation of footnotes for the iShares section covering additional data sources and disclosures.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 66
Footnotes

End Notes — iShares Section (Part 3)

Contenido

Final page of footnotes for the iShares section including regulatory disclosures for non-US markets.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 67
Section Divider

Rich Kushel — Active Investing, Evolved (Section Divider)

Contenido

Orange-accented section divider introducing Head of Portfolio Management Rich Kushel and the 'Active Investing, Evolved' theme.

Estructura del Diseño

Dark background with orange accent bar, speaker name and section title

Elementos Visuales Clave

  • •Orange accent bar
  • •Speaker name
  • •Dark background
  • •Investor Day 2025 branding
Página 68
Business Overview

Active Platform Overview — $3.6T AUM, $7.9B Revenue

Contenido

Introduces BlackRock's liquid active platform at $3.6T AUM generating $7.9B in revenue, outpacing industry growth at 6% versus 1%.

Estructura del Diseño

Hero metric layout with three large KPIs and growth comparison chart

Elementos Visuales Clave

  • •Three KPI callouts
  • •$3.6T AUM metric
  • •6% vs 1% growth comparison
  • •Revenue bar chart
Página 69
Investment Performance

78% Five-Year Performance Above Benchmark

Contenido

Reports that 78% of BlackRock's active AUM outperformed its respective benchmark over the trailing five years.

Estructura del Diseño

Performance metric highlight with supporting breakdown by asset class

Elementos Visuales Clave

  • •78% performance callout
  • •Asset class performance bars
  • •Benchmark comparison labels
  • •Peer ranking annotation
Página 70
Product Evolution

Building Blocks Evolution

Contenido

Traces the evolution of active investing building blocks from fundamental equity and fixed income toward systematic strategies, models, active ETFs, and blended public/private.

Estructura del Diseño

Evolutionary timeline with product category nodes expanding over time

Elementos Visuales Clave

  • •Evolution timeline
  • •Product category nodes
  • •Expanding scope graphic
  • •New category highlights
Página 71
Market Opportunity

OCIO — $5.8T Market Growing at 8%

Contenido

Presents the Outsourced CIO market at $5.8T growing 8% annually as a key active investing expansion opportunity.

Estructura del Diseño

Market size chart with growth rate overlay and BlackRock OCIO position callout

Elementos Visuales Clave

  • •OCIO market size chart
  • •8% growth label
  • •BLK position callout
  • •Client segment breakdown
Página 72
Market Opportunity

Model Portfolios — $11.5T Opportunity

Contenido

Quantifies the model portfolio opportunity at $11.5T as wealth platforms increasingly delegate asset allocation to model providers.

Estructura del Diseño

Opportunity sizing chart with model adoption trend line

Elementos Visuales Clave

  • •Opportunity sizing chart
  • •$11.5T callout
  • •Model adoption trend
  • •Delegation flow diagram
Página 73
Product Trends

Active ETF Usage Accelerating

Contenido

Shows active ETF adoption accelerating among institutional and wealth clients as a preferred active management vehicle.

Estructura del Diseño

Adoption acceleration chart with flow data by client segment

Elementos Visuales Clave

  • •Adoption acceleration chart
  • •Client segment flow bars
  • •Growth rate annotation
  • •Active ETF product list
Página 74
Business Performance

Delivering Outcomes — OCIO 2X, Models 4X, Active ETFs 4X Since 2020

Contenido

Quantifies business outcomes showing OCIO at 2X, model portfolios at 4X, and active ETFs at 4X growth relative to 2020 baseline.

Estructura del Diseño

Three-metric comparison layout with indexed growth bars from 2020 baseline

Elementos Visuales Clave

  • •Indexed growth bars
  • •2X/4X/4X callouts
  • •2020 baseline markers
  • •Growth trajectory lines
Página 75
Strategy

Blending Public and Private Capabilities

Contenido

Articulates how BlackRock uniquely blends public markets active strategies with private markets access for whole-portfolio outcomes.

Estructura del Diseño

Blend diagram showing public and private capabilities merging into unified client solutions

Elementos Visuales Clave

  • •Blend diagram
  • •Public/private capability labels
  • •Unified solution output
  • •Client outcome icons
Página 76
Footnotes

End Notes — Active Section

Contenido

Footnotes and data source attributions for the Active Investing, Evolved section.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 77
Section Divider

Raffaele Savi — Redefining Investment Skill at Scale (Section Divider)

Contenido

Orange-accented section divider introducing Head of Systematic Investing Raffaele Savi and the systematic investment theme.

Estructura del Diseño

Dark background with orange accent bar, speaker name and section title

Elementos Visuales Clave

  • •Orange accent bar
  • •Speaker name
  • •Dark background
  • •Investor Day 2025 branding
Página 78
Business Overview

Systematic Platform — $317B AUM, $979M Revenue

Contenido

Reports BlackRock Systematic at $317B AUM generating $979M in revenue with 40% year-over-year growth and 14% AUM CAGR.

Estructura del Diseño

Hero metric layout with four KPIs and revenue growth chart

Elementos Visuales Clave

  • •Four KPI callouts
  • •$317B AUM metric
  • •$979M revenue bar
  • •40% YoY growth annotation
Página 79
Investment Performance

BlackRock Systematic vs GPT Models — 61% vs 52% Accuracy

Contenido

Demonstrates that BlackRock Systematic's equity prediction accuracy of 61% outperforms leading GPT language models at 52%.

Estructura del Diseño

Head-to-head comparison bar chart with accuracy metrics and methodology note

Elementos Visuales Clave

  • •Head-to-head comparison bars
  • •61% vs 52% labels
  • •Methodology footnote
  • •AI model comparison icons
Página 80
Technology Capability

1.8 Seconds for 5-Year Equity Simulation

Contenido

Highlights that BlackRock Systematic can run a full five-year equity simulation in 1.8 seconds, compared to three hours in 2015.

Estructura del Diseño

Before/after speed comparison with dramatic time reduction callout

Elementos Visuales Clave

  • •1.8 seconds callout
  • •3 hours baseline
  • •Speed improvement annotation
  • •Technology progression chart
Página 81
Competitive Advantage

Scale Advantages — Data, Trading & Diverse Collective

Contenido

Identifies three unique scale advantages: 500+ proprietary data sources, trading innovation, and a diverse investor collective driving alpha.

Estructura del Diseño

Three-pillar layout with icon, headline, and metric per advantage

Elementos Visuales Clave

  • •Three-pillar layout
  • •500+ data sources callout
  • •Trading innovation icon
  • •Collective alpha diagram
Página 82
Footnotes

End Notes — Systematic Section

Contenido

Footnotes and data source attributions for the Redefining Investment Skill at Scale section.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 83
Section Divider

Rick Rieder — Leading the Future of Fixed Income (Section Divider)

Contenido

Orange-accented section divider introducing CIO of Fixed Income Rick Rieder and the fixed income leadership theme.

Estructura del Diseño

Dark background with orange accent bar, speaker name and section title

Elementos Visuales Clave

  • •Orange accent bar
  • •Speaker name
  • •Dark background
  • •Investor Day 2025 branding
Página 84
Business Overview

Fixed Income Platform — $4.1T Total

Contenido

Overview of BlackRock's total fixed income platform at $4.1T comprising $1.9T active FI, $1.1T index FI, $931B cash, and $206B private credit.

Estructura del Diseño

Pie or stacked bar showing $4.1T total broken into four AUM segments

Elementos Visuales Clave

  • •$4.1T total callout
  • •Four segment breakdown
  • •Pie or stacked chart
  • •Segment color legend
Página 85
Investment Performance

87% Five-Year Performance Above Peer Median

Contenido

Reports that 87% of BlackRock fixed income AUM outperformed peer median over five years, supported by 11 Morningstar Gold Medal funds.

Estructura del Diseño

Performance highlight with supporting breakdown by strategy and peer comparison table

Elementos Visuales Clave

  • •87% performance callout
  • •Peer comparison table
  • •11 Gold Medal funds badge
  • •Performance by strategy bars
Página 86
Market Position

Industry Flow Outperformance

Contenido

Shows BlackRock fixed income capturing disproportionate industry net flows relative to competitors, demonstrating distribution strength.

Estructura del Diseño

Competitor flow comparison bar chart with market share callout

Elementos Visuales Clave

  • •Competitor flow comparison
  • •Market flow share bars
  • •BLK outperformance highlight
  • •Industry total flow reference
Página 87
Strategy Framework

The BlackRock Blend — Public + Private + Active + ETFs

Contenido

Introduces 'The BlackRock Blend' framework combining public fixed income, private credit, active management, and ETF delivery for superior client outcomes.

Estructura del Diseño

Four-quadrant blend framework diagram with outcome arrows

Elementos Visuales Clave

  • •Four-quadrant diagram
  • •Blend framework label
  • •Public/private/active/ETF quadrants
  • •Outcome arrow
Página 88
Product Analysis

BINC Flexible Income ETF Analysis

Contenido

Deep dive into the BINC flexible income ETF (~$9B AUM) showing its multi-sector allocation, yield delivery, and growing advisor adoption.

Estructura del Diseño

Product analysis card with allocation pie chart, yield metric, and flow trend

Elementos Visuales Clave

  • •Allocation pie chart
  • •Yield metric callout
  • •Flow trend chart
  • •BINC product branding
Página 89
Investment Opportunity

Global Fixed Income Opportunity Map

Contenido

World map identifying the highest-yield fixed income opportunities across developed and emerging markets with current spread/yield data.

Estructura del Diseño

World map with color-coded yield regions and country-level yield annotations

Elementos Visuales Clave

  • •Color-coded yield world map
  • •Country yield annotations
  • •Spread/yield legend
  • •Regional opportunity callouts
Página 90
Market Outlook

Investment Regime Change

Contenido

Argues that the macro regime has fundamentally shifted toward higher-for-longer rates, creating a structurally better environment for active fixed income.

Estructura del Diseño

Regime comparison split: pre-2022 low-rate environment vs. post-2022 higher-rate regime

Elementos Visuales Clave

  • •Regime comparison split
  • •Rate environment charts
  • •Structural shift annotation
  • •Active alpha implication callout
Página 91
Investment Opportunity

Income & Breakeven Opportunities

Contenido

Quantifies current income and breakeven yield opportunities across fixed income sectors in the higher-rate environment.

Estructura del Diseño

Sector yield comparison bar chart with breakeven rate annotations

Elementos Visuales Clave

  • •Sector yield bars
  • •Breakeven rate annotations
  • •Income comparison
  • •Orange highlight callouts
Página 92
Portfolio Construction

Portfolio Construction — 6.6% Yield, 2.9 Duration, BBB Rating

Contenido

Presents illustrative fixed income portfolio construction metrics: 6.6% yield, 2.9 years duration, and average BBB credit quality.

Estructura del Diseño

Portfolio metrics card with three KPI callouts and sector allocation table

Elementos Visuales Clave

  • •Three KPI metric cards
  • •6.6% yield callout
  • •Duration metric
  • •Sector allocation table
Página 93
Summary

Driving the Future of Fixed Income

Contenido

Closing summary of the fixed income section articulating four competitive advantages: expertise, sourcing, technology, and flexibility.

Estructura del Diseño

Four-pillar summary layout with icon, headline, and one-sentence description per advantage

Elementos Visuales Clave

  • •Four-pillar layout
  • •Competitive advantage icons
  • •Expertise/sourcing/technology/flexibility labels
  • •Summary callout
Página 94
Footnotes

End Notes — Fixed Income Section (Part 1)

Contenido

Footnotes and data source attributions for the first portion of the fixed income section.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 95
Footnotes

End Notes — Fixed Income Section (Part 2)

Contenido

Continuation of footnotes for the fixed income section covering additional data sources.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 96
Definitions

Index Definitions — Fixed Income

Contenido

Defines the benchmark indices referenced throughout the fixed income section including Bloomberg and other third-party index definitions.

Estructura del Diseño

Alphabetically organized index definition list in small-body text

Elementos Visuales Clave

  • •Index definition list
  • •Alphabetical organization
  • •Third-party index logos
  • •BlackRock footer bar
Página 97
Section Divider

Scott Kapnick — HPS: Capital Solutions Across the Continuum (Section Divider)

Contenido

Orange-accented section divider introducing HPS CEO Scott Kapnick and the private credit platform theme.

Estructura del Diseño

Dark background with orange accent bar, speaker name and HPS section title

Elementos Visuales Clave

  • •Orange accent bar
  • •HPS branding
  • •Speaker name
  • •Dark background
Página 98
Business Overview

Combined Private Credit — ~$280B Pro-Forma

Contenido

Reports approximately $280B in combined pro-forma private credit assets across BlackRock and HPS, making it a global private credit leader.

Estructura del Diseño

Combined entity overview with BLK and HPS asset contribution bars totaling $280B

Elementos Visuales Clave

  • •$280B combined callout
  • •BLK + HPS contribution bars
  • •Pro-forma combination diagram
  • •Scale comparison
Página 99
Business Overview

HPS — $117B Fee-Paying AUM, 17-Year Track Record

Contenido

Introduces HPS with $117B in fee-paying AUM and a 17-year track record with $57B raised in the last three years.

Estructura del Diseño

HPS platform overview card with three KPI callouts and historical AUM chart

Elementos Visuales Clave

  • •$117B AUM callout
  • •$57B fundraising metric
  • •17-year track record badge
  • •Historical AUM chart
Página 100
Platform Overview

HPS Platform Breadth

Contenido

Details HPS's full platform spanning $122B direct lending, $39B junior/opportunistic, $30B asset-based, $49B liquid credit, and $34B GP/LP solutions.

Estructura del Diseño

Five-segment platform breakdown with AUM per segment and strategy description

Elementos Visuales Clave

  • •Five-segment layout
  • •AUM per segment callouts
  • •Strategy description text
  • •Color-coded segments
Página 101
Market Opportunity

Private Credit Market — $1.6T Growing to $4.5T+ by 2030

Contenido

Projects the private credit market expanding from $1.6T today to $4.5T+ by 2030 at a 21% CAGR, driven by bank disintermediation.

Estructura del Diseño

Market size growth chart with CAGR label and disintermediation driver callout

Elementos Visuales Clave

  • •Market size projection chart
  • •$4.5T+ target
  • •21% CAGR label
  • •Bank disintermediation driver
Página 102
Competitive Advantage

Differentiated Origination — 60%+ Non-Sponsor

Contenido

Highlights that 60%+ of HPS origination is non-sponsor-backed, providing differentiated deal flow compared to peers.

Estructura del Diseño

Origination mix pie chart with non-sponsor/sponsor breakdown and sourcing channel list

Elementos Visuales Clave

  • •Origination mix pie chart
  • •60%+ non-sponsor callout
  • •Sourcing channel list
  • •Peer comparison annotation
Página 103
Distribution

Distribution Through BlackRock Wealth Network

Contenido

Explains how HPS will leverage BlackRock's wealth distribution network to access retail and high-net-worth private credit demand.

Estructura del Diseño

Distribution funnel from HPS products through BLK wealth platform to end investors

Elementos Visuales Clave

  • •Distribution funnel
  • •BLK wealth network diagram
  • •Wealth channel labels
  • •End-investor icons
Página 104
Technology Integration

Aladdin Technology Integration for HPS

Contenido

Shows how HPS will integrate onto the Aladdin platform for portfolio analytics, risk management, and investor reporting.

Estructura del Diseño

Integration roadmap showing HPS data flows into Aladdin modules

Elementos Visuales Clave

  • •Integration roadmap
  • •HPS data flow arrows
  • •Aladdin module tiles
  • •Timeline milestones
Página 105
Product Deep Dive

HPS Direct Lending — $122B

Contenido

Deep dive into HPS's $122B direct lending platform highlighting middle market and large-cap origination capabilities.

Estructura del Diseño

Strategy overview card with AUM, deal count, average deal size, and sector breakdown

Elementos Visuales Clave

  • •$122B AUM callout
  • •Deal count metric
  • •Sector breakdown chart
  • •Origination pipeline bars
Página 106
Product Deep Dive

HPS Junior & Opportunistic — $39B

Contenido

Presents HPS's $39B junior and opportunistic credit strategies covering mezzanine, second lien, and distressed situations.

Estructura del Diseño

Strategy description with AUM callout and target return profile chart

Elementos Visuales Clave

  • •$39B AUM callout
  • •Target return profile
  • •Strategy type list
  • •Risk/return positioning chart
Página 107
Product Deep Dive

HPS Asset-Based Finance — $30B

Contenido

Describes HPS's $30B asset-based finance platform spanning consumer, mortgage, and specialty finance origination.

Estructura del Diseño

Asset type breakdown with $30B total and sub-segment AUM bars

Elementos Visuales Clave

  • •$30B AUM callout
  • •Sub-segment breakdown
  • •Asset type icons
  • •Collateral quality metrics
Página 108
Product Deep Dive

HPS Liquid Credit — $49B

Contenido

Covers HPS's $49B liquid credit platform including CLOs, leveraged loans, and high yield bonds.

Estructura del Diseño

Product mix breakdown with $49B total and CLO/loan/HY sub-segment proportions

Elementos Visuales Clave

  • •$49B AUM callout
  • •Product mix pie
  • •CLO/loan/HY labels
  • •Liquidity profile chart
Página 109
Performance

HPS Performance Track Record

Contenido

Presents HPS's strong historical performance across direct lending, junior credit, and opportunistic strategies relative to benchmarks.

Estructura del Diseño

Performance table with strategy, vintage, gross IRR, net IRR, and DPI columns

Elementos Visuales Clave

  • •Performance table
  • •IRR columns
  • •DPI metric
  • •Benchmark comparison row
Página 110
Footnotes

End Notes — HPS Section

Contenido

Footnotes and data source attributions for the HPS Capital Solutions section.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 111
Section Divider

Adebayo Ogunlesi — GIP: Building the World's Premier Infrastructure Platform (Section Divider)

Contenido

Orange-accented section divider introducing GIP Chairman Adebayo Ogunlesi and the infrastructure platform theme.

Estructura del Diseño

Dark background with orange accent bar, speaker name and GIP section title

Elementos Visuales Clave

  • •Orange accent bar
  • •GIP branding
  • •Speaker name
  • •Dark background
Página 112
Business Overview

GIP — $183B Infrastructure AUM

Contenido

Introduces GIP as a $183B infrastructure asset manager with a portfolio spanning energy, transport, digital, and water infrastructure globally.

Estructura del Diseño

Platform overview with $183B AUM callout, sector breakdown, and global portfolio map

Elementos Visuales Clave

  • •$183B AUM callout
  • •Sector breakdown bars
  • •Global portfolio map
  • •GIP logo
Página 113
Market Opportunity

Golden Age of Infrastructure — $15T Investment Needed by 2040

Contenido

Frames the current era as a golden age of infrastructure investment with $15T of capital needed globally by 2040.

Estructura del Diseño

Infrastructure investment need chart broken out by sector and region with $15T headline

Elementos Visuales Clave

  • •$15T investment callout
  • •Sector/region breakdown chart
  • •Investment gap annotation
  • •Time horizon axis
Página 114
Market Opportunity

Private Capital Bridging the Funding Gap

Contenido

Explains how private capital must bridge the gap between government infrastructure budgets and actual investment needs.

Estructura del Diseño

Funding gap diagram with government budget, private capital, and total need bars

Elementos Visuales Clave

  • •Funding gap diagram
  • •Government vs. private bars
  • •Gap annotation
  • •Private capital share callout
Página 115
Fundraising

GIP V — $25B+ Largest-Ever Infrastructure Fund

Contenido

Announces GIP V as the largest-ever infrastructure fund at $25B+, demonstrating LP confidence and GIP's fundraising scale.

Estructura del Diseño

Fund announcement card with $25B+ headline, LP backing stats, and strategy overview

Elementos Visuales Clave

  • •$25B+ fund callout
  • •LP backing statistics
  • •Strategy overview bullets
  • •Record-size annotation
Página 116
Strategic Investment

AI Infrastructure Partnership

Contenido

Details GIP's strategic partnership to invest in AI data center and power infrastructure to support the AI compute buildout.

Estructura del Diseño

Partnership overview with AI infrastructure investment thesis and asset type breakdown

Elementos Visuales Clave

  • •AI infrastructure icons
  • •Partnership diagram
  • •Asset type breakdown
  • •Investment thesis bullets
Página 117
Portfolio Spotlight

Ports — MSC & TiL Partnership

Contenido

Highlights GIP's port infrastructure investments through the MSC and Terminal Investment Limited (TiL) partnerships.

Estructura del Diseño

Asset spotlight with port network map, capacity metrics, and partnership logos

Elementos Visuales Clave

  • •Port network map
  • •Capacity metrics
  • •MSC/TiL logos
  • •Asset value callout
Página 118
Performance

$9B Returned to LPs

Contenido

Reports $9B returned to limited partners through realizations and distributions, demonstrating GIP's value creation and exit capability.

Estructura del Diseño

LP distributions chart showing cumulative returns by fund vintage

Elementos Visuales Clave

  • •Cumulative distribution chart
  • •$9B return callout
  • •Fund vintage bars
  • •LP return timeline
Página 119
Investment Philosophy

Infrastructure Growth Beliefs

Contenido

Presents GIP's core investment beliefs: infrastructure as essential, long-duration, inflation-linked, and operationally improvable.

Estructura del Diseño

Four belief statement cards with icon, headline, and supporting evidence per belief

Elementos Visuales Clave

  • •Four belief cards
  • •Belief icons
  • •Supporting evidence
  • •Investment philosophy layout
Página 120
Portfolio Diversification

GIP Sector Diversification

Contenido

Shows GIP portfolio diversification across energy, transportation, digital, and water/environment infrastructure sectors.

Estructura del Diseño

Sector allocation pie chart with portfolio asset examples per sector

Elementos Visuales Clave

  • •Sector allocation pie
  • •Asset examples per sector
  • •Geographic spread
  • •Sector color legend
Página 121
Integration Summary

GIP + BlackRock — Combined Infrastructure Capability

Contenido

Summarizes the combined GIP and BlackRock infrastructure capability across fund management, risk analytics, and distribution.

Estructura del Diseño

Capability combination diagram showing GIP expertise merging with BlackRock platform

Elementos Visuales Clave

  • •Capability combination diagram
  • •GIP + BLK logos
  • •Synergy callout boxes
  • •Platform scope arrows
Página 122
Footnotes

End Notes — GIP Section

Contenido

Footnotes and data source attributions for the GIP infrastructure platform section.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 123
Section Divider

Rachel Lord — Seeds of Opportunity: International (Section Divider)

Contenido

Orange-accented section divider introducing Head of International Rachel Lord and the international growth theme.

Estructura del Diseño

Dark background with orange accent bar, speaker name and international section title

Elementos Visuales Clave

  • •Orange accent bar
  • •Speaker name
  • •Dark background
  • •International theme branding
Página 124
Business Overview

International Platform — $4.4T AUM, $9.5B Revenue

Contenido

Overview of BlackRock's non-US business at $4.4T AUM generating $9.5B in revenue with 15% year-over-year growth and 8% organic asset growth.

Estructura del Diseño

Hero metric layout with four KPIs and regional revenue breakdown

Elementos Visuales Clave

  • •$4.4T AUM callout
  • •$9.5B revenue metric
  • •15% YoY growth
  • •Regional revenue breakdown
Página 125
Strategy

Three Pillars — Growing Markets, Innovative Products, Removing Barriers

Contenido

Presents international growth strategy across three pillars: entering growing markets, launching innovative products, and removing distribution barriers.

Estructura del Diseño

Three-pillar layout with icon, headline, and market example per pillar

Elementos Visuales Clave

  • •Three-pillar layout
  • •Pillar icons
  • •Market examples
  • •Growth opportunity callouts
Página 126
Strategic Partnership

JioBlackRock India Partnership

Contenido

Details the JioBlackRock joint venture in India targeting the growing Indian retail investor market through digital distribution.

Estructura del Diseño

Partnership overview card with JioBlackRock logo, market size, and product launch status

Elementos Visuales Clave

  • •JioBlackRock logo
  • •India market size chart
  • •Digital distribution diagram
  • •Product launch timeline
Página 127
Regional Strategy

Middle East Expansion — $5B PIF, $30B AI Capital, ~$2T Infra by 2035

Contenido

Outlines BlackRock's Middle East strategy including a $5B PIF investment, $30B AI capital target, and ~$2T infrastructure opportunity by 2035.

Estructura del Diseño

Three-metric Middle East opportunity layout with regional map and investment targets

Elementos Visuales Clave

  • •Middle East map
  • •$5B PIF callout
  • •$30B AI capital metric
  • •$2T infra opportunity
Página 128
Retirement Solutions

Retirement Innovation — DB to DC, Consolidation & Collective DC

Contenido

Presents international retirement market evolution from defined benefit to defined contribution, including collective DC innovation.

Estructura del Diseño

Retirement evolution timeline with DB-to-DC shift and collective DC product positioning

Elementos Visuales Clave

  • •DB to DC evolution chart
  • •Collective DC product card
  • •Consolidation trend arrow
  • •Market size callouts
Página 129
Operating Model

Scalable International Growth Foundations

Contenido

Summarizes the operational and distribution foundations enabling scalable international growth: local teams, regulatory licenses, and platform integration.

Estructura del Diseño

Foundation diagram with operational capability pillars and international scale levers

Elementos Visuales Clave

  • •Foundation diagram
  • •Capability pillars
  • •Scale levers
  • •International coverage map
Página 130
Footnotes

End Notes — International Section

Contenido

Footnotes and data source attributions for the International growth section.

Estructura del Diseño

Small-body footnote text in single column on white background

Elementos Visuales Clave

  • •Footnote text block
  • •Numbered references
  • •BlackRock footer bar
Página 131
Section Divider

Martin Small — Why BlackRock, and Why Now? (Section Divider)

Contenido

Orange-accented closing section divider reintroducing CFO Martin Small for the shareholder value and closing investment case.

Estructura del Diseño

Dark background with orange accent bar, speaker name and closing section title

Elementos Visuales Clave

  • •Orange accent bar
  • •Speaker name
  • •Dark background
  • •Closing theme branding
Página 132
Shareholder Value

Shareholder Value Framework

Contenido

Presents the three-part shareholder value equation: organic growth plus operating leverage plus capital management equals EPS growth.

Estructura del Diseño

Equation-style layout with three input boxes feeding into EPS growth output

Elementos Visuales Clave

  • •Equation layout
  • •Three input boxes
  • •EPS growth output
  • •Arrow connectors
Página 133
Financial Targets

5% Organic Asset & Fee Growth Target

Contenido

Commits to 5% organic asset growth and 5%+ fee growth as the primary organic revenue drivers underpinning the 2030 targets.

Estructura del Diseño

Dual metric layout with organic asset growth and fee growth targets side by side

Elementos Visuales Clave

  • •5% asset growth callout
  • •5%+ fee growth callout
  • •Historical vs. target comparison
  • •Growth driver breakdown
Página 134
Financial Targets

44.5% Operating Margin Target

Contenido

Sets a 44.5% operating margin target, illustrating operating leverage from scale and technology investment.

Estructura del Diseño

Operating margin bridge chart from current to target with cost/revenue driver annotations

Elementos Visuales Clave

  • •Margin bridge chart
  • •44.5% target callout
  • •Operating leverage drivers
  • •Historical margin comparison
Página 135
Capital Return

$20.40 Dividend — 9% CAGR

Contenido

Reports $20.40 per share annual dividend growing at a 9% CAGR as evidence of consistent capital return to shareholders.

Estructura del Diseño

Dividend history bar chart with CAGR annotation and forward commitment statement

Elementos Visuales Clave

  • •Dividend history bars
  • •$20.40 dividend callout
  • •9% CAGR label
  • •Forward commitment statement
Página 136
AUM Growth

AUM Growth — $4.7T to $11.6T at 9% CAGR

Contenido

Charts AUM growth from $4.7T to $11.6T at a 9% CAGR, demonstrating sustained platform expansion.

Estructura del Diseño

AUM growth bar chart with CAGR trendline from historical to 2030 projection

Elementos Visuales Clave

  • •AUM growth bars
  • •$11.6T target
  • •9% CAGR trendline
  • •Historical baseline annotation
Página 137
Fee Analysis

Diversified Platform Supporting 5%+ Fee Growth

Contenido

Shows how platform diversification across high-fee active, ETF, private markets, and technology supports sustained 5%+ fee rate growth.

Estructura del Diseño

Fee mix waterfall showing business unit contributions to blended fee growth

Elementos Visuales Clave

  • •Fee mix waterfall
  • •Business unit contributions
  • •Blended fee callout
  • •Mix shift arrows
Página 138
Financial Analysis

Fee Rate Analysis

Contenido

Detailed breakdown of fee rates by business segment, illustrating the margin expansion from mix shift toward higher-fee products.

Estructura del Diseño

Fee rate comparison table with segment rows and average fee basis points columns

Elementos Visuales Clave

  • •Fee rate table
  • •Segment rows
  • •Basis points columns
  • •Mix shift impact annotation
Página 139
Financial Model

Expense Framework — $20.4B Revenue, 44.5% Margin

Contenido

Details the expense framework showing $20.4B in revenue, 55.5% expense ratio, and resulting 44.5% operating margin.

Estructura del Diseño

Waterfall bridge from revenue to operating income with expense category bars

Elementos Visuales Clave

  • •Revenue-to-income waterfall
  • •Expense category bars
  • •$20.4B revenue label
  • •44.5% margin output
Página 140
Workforce Strategy

Headcount Strategy — 21.1K, iHubs 7.6K

Contenido

Presents headcount plan at 21,100 total employees with 7,600 in iHub innovation centers, reflecting efficiency and talent density strategy.

Estructura del Diseño

Headcount breakdown chart with iHub proportion highlighted and location map

Elementos Visuales Clave

  • •Headcount breakdown chart
  • •21.1K total callout
  • •7.6K iHub callout
  • •iHub location map
Página 141
Capital Management

Capital Management Priorities

Contenido

Outlines capital allocation priorities: organic investment, dividends, share repurchases, and strategic M&A in that order.

Estructura del Diseño

Capital allocation priority pyramid with four tiers and commentary

Elementos Visuales Clave

  • •Priority pyramid
  • •Four capital allocation tiers
  • •Commentary text
  • •Dividend/buyback metrics
Página 142
M&A Track Record

M&A Track Record — First Reserve 3x, TCP 4x, eFront 2x, Aperio 20%, SpiderRock 40%

Contenido

Presents BlackRock's M&A track record showing value-creation multiples: First Reserve 3x, TCP 4x, eFront 2x, Aperio 20% growth, SpiderRock 40% growth.

Estructura del Diseño

M&A deal matrix with acquisition name, year, value creation metric, and strategic rationale

Elementos Visuales Clave

  • •Deal matrix table
  • •Value creation multiples
  • •Acquisition name labels
  • •Strategic rationale notes
Página 143
Investment Case

Why BlackRock and Why Now — Closing Summary

Contenido

Closing investment case slide summarizing why BlackRock's combination of scale, diversification, technology, and capital discipline makes it uniquely positioned.

Estructura del Diseño

Bold summary slide with headline statement and five supporting bullet points

Elementos Visuales Clave

  • •Bold headline statement
  • •Five supporting bullets
  • •BlackRock logo
  • •Call to action text
Página 144
Appendix / Financials

GAAP Reconciliation — Non-GAAP to GAAP

Contenido

Appendix table reconciling non-GAAP operating income and EPS figures to GAAP reported numbers for investor transparency.

Estructura del Diseño

Financial reconciliation table with line items, non-GAAP, adjustments, and GAAP columns

Elementos Visuales Clave

  • •Reconciliation table
  • •Non-GAAP column
  • •Adjustment column
  • •GAAP column
  • •Subtotal rows
Página 145
Appendix / Financials

GAAP Reconciliation — Additional Metrics

Contenido

Second appendix reconciliation page covering additional non-GAAP financial metrics including adjusted operating margin and effective tax rate.

Estructura del Diseño

Financial reconciliation table continuation on white background

Elementos Visuales Clave

  • •Reconciliation table continuation
  • •Margin reconciliation rows
  • •Tax rate adjustment rows
  • •BlackRock footer bar
Página 146
Appendix / Disclosures

Performance Notes — Investment Performance Disclosures

Contenido

Appendix disclosures explaining methodology for performance calculations, peer universe definitions, and benchmark selection criteria.

Estructura del Diseño

Dense disclosure text in single column with section headers for each performance claim

Elementos Visuales Clave

  • •Section headers
  • •Disclosure text blocks
  • •Methodology notes
  • •BlackRock footer bar
Página 147
Appendix / Disclosures

Performance Notes — Continued & Closing Disclaimer

Contenido

Final page continuing investment performance disclosures and closing legal disclaimer reminding viewers of forward-looking statement risks.

Estructura del Diseño

Dense small-body text closing the document with standard legal language

Elementos Visuales Clave

  • •Closing disclaimer text
  • •Forward-looking statement reminder
  • •BlackRock logo
  • •Document end marker

Preguntas Frecuentes

Preguntas comunes sobre esta diapositiva y el contenido de la presentación subyacente.

What is this BlackRock Investor Day 2025 presentation about?

This is BlackRock's 147-page 2025 Investor Day presentation outlining the firm's 2030 strategic ambitions, including $35B+ revenue and $15B operating income targets, and covering each major business: iShares ETFs, Aladdin technology, active investing, systematic investing, fixed income, HPS private credit, GIP infrastructure, and international growth.

What design style is used in this presentation?

The presentation uses a clean minimalist corporate financial design with a black, white, orange, red, and yellow color palette. Bold sans-serif typography, color-coded boxes, and consistent BlackRock-branded footers appear on every page. Section dividers use a dark background with an orange accent bar. Photography is minimal — only the cover and a single marketing page include images.

How is the presentation structured across 147 pages?

The deck is organized into nine speaker sections, each introduced by an orange-accented section divider: Martin Small (2030 Ambition), Rob Goldstein (Powering Scale), Sudhir Nair & Tarek Chouman (Aladdin), Stephen Cohen/Jessica Tan/Jane Sloan (iShares), Rich Kushel (Active Investing), Raffaele Savi (Systematic), Rick Rieder (Fixed Income), Scott Kapnick/HPS (Private Credit), Adebayo Ogunlesi/GIP (Infrastructure), Rachel Lord (International), and Martin Small closing (Shareholder Value).

What are BlackRock's key 2030 financial targets from this presentation?

BlackRock targets $35B+ in revenue, $15B in operating income, and approximately $280B in market capitalization by 2030, supported by 5% organic asset and fee growth, a 44.5% operating margin, and $400B in private markets fundraising.

Can I use this as a template for my own investor day presentation?

Yes — this presentation is an excellent reference template for large financial services or asset management investor day decks. Its modular section-divider structure, consistent branded footer, data visualization patterns (waterfalls, funnels, platform diagrams), and multi-speaker format can all be adapted for your own investor relations materials.

What slide layouts and chart types are used most frequently in this deck?

The most common layouts are three-column card grids, hero metric callout boxes, horizontal timelines, waterfall bridge charts, platform/ecosystem node diagrams, market size projection bar charts, and performance comparison tables. Each layout is executed cleanly with minimal decoration and consistent branding.

What is the Aladdin platform, and how is it represented in the slides?

Aladdin is BlackRock's investment operating system, presented in a dedicated 17-slide section as three roles: operating backbone for BlackRock, technology platform for institutional clients, and a commercial software business with $1.6B in revenue. Slides include a growth flywheel diagram, TAM analysis ($20B+), funnel visualization, and AI/Copilot product mockups.

How are the HPS and GIP acquisitions explained in the presentation?

HPS Investment Partners (private credit, ~$117B fee-paying AUM) and Global Infrastructure Partners (GIP, $183B infrastructure AUM) are each given dedicated multi-slide sections covering platform breadth, market opportunity, fundraising track record, and integration rationale with BlackRock's distribution, technology, and capital management capabilities.

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