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BlackRock Investor Day 2025

147 slaidi

Kuulub kogumikku Investoresitluste näited

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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Kiirnavigatsioon

Sildid

BlackRock
Investor day
2025
Asset management
ETF

Jaga slaide

Kirjeldus

Peateema

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.

Peamised eelised

  • •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

Sihtrühm

  • •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

Kasutusjuhud

  • •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

Ainulaadsed väärtuspakkumised

  • •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

Slaidilehed (147)

Iga slaidilehe üksikasjalik vaade, sealhulgas paigutus, põhisisu ja visuaalsed elemendid.

Leht 1
Cover

Cover — Investor Day 2025

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Forward-Looking Statements & Important Notes

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Strategy Foundations

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

2030 Financial Targets

Sisu

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

Paigutuse struktuur

Large bold metric callouts in a three-box horizontal layout

Peamised visuaalsed elemendid

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

Structural Growers

Sisu

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

Paigutuse struktuur

Vertical list with descriptive callout boxes and connecting arrows

Peamised visuaalsed elemendid

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

Global Asset Pools

Sisu

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

Paigutuse struktuur

World map visualization overlaid with segmented capital pool labels

Peamised visuaalsed elemendid

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

New Businesses — Insurance, Wealth & Digital Assets

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Active ETFs Platform

Sisu

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

Paigutuse struktuur

Split layout: left narrative text, right product metrics table

Peamised visuaalsed elemendid

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

GIP & HPS Integration Rationale

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

$400B Private Markets Fundraise Target

Sisu

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

Paigutuse struktuur

Bar chart with cumulative fundraise projection broken out by asset class

Peamised visuaalsed elemendid

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

Technology Stack — Aladdin, eFront & Preqin

Sisu

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

Paigutuse struktuur

Layered platform diagram with product name tiles and capability arrows

Peamised visuaalsed elemendid

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

2030 Strategy Summary

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

End Notes — Slides 3–13

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Rob Goldstein — Powering Scale (Section Divider)

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Industry Consolidation — Top 5 at 25% Share

Sisu

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

Paigutuse struktuur

Market share bar chart with competitor comparison and trend arrow

Peamised visuaalsed elemendid

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

The 1BLK Operating Platform

Sisu

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

Paigutuse struktuur

Platform overview diagram with interconnected business unit nodes

Peamised visuaalsed elemendid

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

22,600 Employees Globally

Sisu

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

Paigutuse struktuur

Map visualization with headcount callout and office location markers

Peamised visuaalsed elemendid

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

Breadth of Capabilities

Sisu

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

Paigutuse struktuur

Dense capability matrix grid with color-coded cells

Peamised visuaalsed elemendid

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

Platform Reinvention — SpiderRock, Aladdin Copilot, Preqin, HPS

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

New Global Offices

Sisu

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

Paigutuse struktuur

World map with city-pin callouts and office opening dates

Peamised visuaalsed elemendid

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

Four Principles of Scale

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Digital Assets & Blockchain Ecosystem

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

BSYS Platform & AI Research Agents

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

End Notes — Slides 15–24

Sisu

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

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Aladdin — Three Roles

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

$1.6B Tech Revenue — 10% CAGR

Sisu

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

Paigutuse struktuur

Revenue bar chart with CAGR label and key metric callout boxes

Peamised visuaalsed elemendid

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

Client Funnel — 4,800 to 172 to 75

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Industry Tailwinds for Aladdin

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Aladdin Growth Flywheel

Sisu

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

Paigutuse struktuur

Circular flywheel diagram with three labeled arcs and center metric

Peamised visuaalsed elemendid

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

$20B+ Total Addressable Market

Sisu

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

Paigutuse struktuur

TAM breakdown chart with segment bars and total callout

Peamised visuaalsed elemendid

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

Private Markets Journey — eFront to Whole Portfolio

Sisu

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

Paigutuse struktuur

Horizontal timeline with product milestone nodes and expanding scope arrow

Peamised visuaalsed elemendid

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

Client Acquisition Drivers

Sisu

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

Paigutuse struktuur

Numbered list with driver headlines and brief supporting descriptions

Peamised visuaalsed elemendid

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

Insurance Client Case Study

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Aladdin for Private Markets — eFront Integration

Sisu

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

Paigutuse struktuur

Integration diagram showing eFront modules connecting to Aladdin core

Peamised visuaalsed elemendid

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

Preqin Data Integration

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Expanding Aladdin Capabilities

Sisu

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

Paigutuse struktuur

Roadmap grid with module tiles organized by theme and timeline

Peamised visuaalsed elemendid

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

Aladdin Copilot — AI-Powered Workflows

Sisu

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

Paigutuse struktuur

Product screenshot mockup with feature callout annotations

Peamised visuaalsed elemendid

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

Accelerating with AI Across Aladdin

Sisu

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

Paigutuse struktuur

Three-metric impact layout with before/after performance comparisons

Peamised visuaalsed elemendid

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

Growing the Aladdin Platform

Sisu

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

Paigutuse struktuur

Growth lever diagram with three pathways and associated revenue projections

Peamised visuaalsed elemendid

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

Aladdin Mission Summary

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

End Notes — Slides 26–42

Sisu

Footnotes and data source attributions for the Aladdin technology section.

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

iShares — Unlocking Growth Across the Globe (Section Divider)

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

iShares Platform Overview — $4.3T AUM

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Three Industry Trends — Convenience, Convergence & Scale

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

ETF Industry Growing to $27T by 2030

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

World map with country markers and product count annotations

Peamised visuaalsed elemendid

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

Diversified Organic Growth Sources

Sisu

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

Paigutuse struktuur

Waterfall or stacked bar chart of net flows by product category

Peamised visuaalsed elemendid

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

Investment Engine & Platform Innovation

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

Penetration opportunity chart comparing ETF share to total bond market size

Peamised visuaalsed elemendid

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

US iShares — $3T AUM

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Models Distribution — $620B+

Sisu

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

Paigutuse struktuur

Distribution flow diagram from iShares through model platforms to end investors

Peamised visuaalsed elemendid

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

European ETF Market — Growing to $2.3T

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

Market share pie chart alongside AUM growth bar chart

Peamised visuaalsed elemendid

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

Client Adoption — Fee-Based Wealth

Sisu

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

Paigutuse struktuur

Adoption trend chart with advisor segment breakdown and flow attribution

Peamised visuaalsed elemendid

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

Client Adoption — Digital Wealth Platforms

Sisu

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

Paigutuse struktuur

Platform logos arranged with partnership tier annotations and AUM attributable

Peamised visuaalsed elemendid

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

Client Adoption — Institutional

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

European Product Innovation

Sisu

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

Paigutuse struktuur

Product launch timeline with category icons and AUM achieved at launch

Peamised visuaalsed elemendid

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

Global Expansion — Asia Pacific & Latin America

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

iShares Brand & Marketing Image

Sisu

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

Paigutuse struktuur

Full-bleed marketing image with iShares logo overlay

Peamised visuaalsed elemendid

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

End Notes — iShares Section (Part 1)

Sisu

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

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

End Notes — iShares Section (Part 2)

Sisu

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

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

End Notes — iShares Section (Part 3)

Sisu

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

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

Rich Kushel — Active Investing, Evolved (Section Divider)

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

Hero metric layout with three large KPIs and growth comparison chart

Peamised visuaalsed elemendid

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

78% Five-Year Performance Above Benchmark

Sisu

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

Paigutuse struktuur

Performance metric highlight with supporting breakdown by asset class

Peamised visuaalsed elemendid

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

Building Blocks Evolution

Sisu

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

Paigutuse struktuur

Evolutionary timeline with product category nodes expanding over time

Peamised visuaalsed elemendid

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

OCIO — $5.8T Market Growing at 8%

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Model Portfolios — $11.5T Opportunity

Sisu

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

Paigutuse struktuur

Opportunity sizing chart with model adoption trend line

Peamised visuaalsed elemendid

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

Active ETF Usage Accelerating

Sisu

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

Paigutuse struktuur

Adoption acceleration chart with flow data by client segment

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Blending Public and Private Capabilities

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

End Notes — Active Section

Sisu

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

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

Hero metric layout with four KPIs and revenue growth chart

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

1.8 Seconds for 5-Year Equity Simulation

Sisu

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

Paigutuse struktuur

Before/after speed comparison with dramatic time reduction callout

Peamised visuaalsed elemendid

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

Scale Advantages — Data, Trading & Diverse Collective

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

End Notes — Systematic Section

Sisu

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

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Fixed Income Platform — $4.1T Total

Sisu

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.

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

87% Five-Year Performance Above Peer Median

Sisu

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

Paigutuse struktuur

Performance highlight with supporting breakdown by strategy and peer comparison table

Peamised visuaalsed elemendid

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

Industry Flow Outperformance

Sisu

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

Paigutuse struktuur

Competitor flow comparison bar chart with market share callout

Peamised visuaalsed elemendid

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

The BlackRock Blend — Public + Private + Active + ETFs

Sisu

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

Paigutuse struktuur

Four-quadrant blend framework diagram with outcome arrows

Peamised visuaalsed elemendid

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

BINC Flexible Income ETF Analysis

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Global Fixed Income Opportunity Map

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Investment Regime Change

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Income & Breakeven Opportunities

Sisu

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

Paigutuse struktuur

Sector yield comparison bar chart with breakeven rate annotations

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

Portfolio metrics card with three KPI callouts and sector allocation table

Peamised visuaalsed elemendid

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

Driving the Future of Fixed Income

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

End Notes — Fixed Income Section (Part 1)

Sisu

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

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

End Notes — Fixed Income Section (Part 2)

Sisu

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

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

Index Definitions — Fixed Income

Sisu

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

Paigutuse struktuur

Alphabetically organized index definition list in small-body text

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Combined Private Credit — ~$280B Pro-Forma

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

HPS Platform Breadth

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

Market size growth chart with CAGR label and disintermediation driver callout

Peamised visuaalsed elemendid

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

Differentiated Origination — 60%+ Non-Sponsor

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Distribution Through BlackRock Wealth Network

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Aladdin Technology Integration for HPS

Sisu

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

Paigutuse struktuur

Integration roadmap showing HPS data flows into Aladdin modules

Peamised visuaalsed elemendid

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

HPS Direct Lending — $122B

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

HPS Junior & Opportunistic — $39B

Sisu

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

Paigutuse struktuur

Strategy description with AUM callout and target return profile chart

Peamised visuaalsed elemendid

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

HPS Asset-Based Finance — $30B

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

HPS Liquid Credit — $49B

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

HPS Performance Track Record

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

End Notes — HPS Section

Sisu

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

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

GIP — $183B Infrastructure AUM

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Private Capital Bridging the Funding Gap

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

AI Infrastructure Partnership

Sisu

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

Paigutuse struktuur

Partnership overview with AI infrastructure investment thesis and asset type breakdown

Peamised visuaalsed elemendid

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

Ports — MSC & TiL Partnership

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

$9B Returned to LPs

Sisu

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

Paigutuse struktuur

LP distributions chart showing cumulative returns by fund vintage

Peamised visuaalsed elemendid

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

Infrastructure Growth Beliefs

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

GIP Sector Diversification

Sisu

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

Paigutuse struktuur

Sector allocation pie chart with portfolio asset examples per sector

Peamised visuaalsed elemendid

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

GIP + BlackRock — Combined Infrastructure Capability

Sisu

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

Paigutuse struktuur

Capability combination diagram showing GIP expertise merging with BlackRock platform

Peamised visuaalsed elemendid

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

End Notes — GIP Section

Sisu

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

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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.

Paigutuse struktuur

Hero metric layout with four KPIs and regional revenue breakdown

Peamised visuaalsed elemendid

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

Three Pillars — Growing Markets, Innovative Products, Removing Barriers

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

JioBlackRock India Partnership

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Retirement Innovation — DB to DC, Consolidation & Collective DC

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Scalable International Growth Foundations

Sisu

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

Paigutuse struktuur

Foundation diagram with operational capability pillars and international scale levers

Peamised visuaalsed elemendid

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

End Notes — International Section

Sisu

Footnotes and data source attributions for the International growth section.

Paigutuse struktuur

Small-body footnote text in single column on white background

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Shareholder Value Framework

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

5% Organic Asset & Fee Growth Target

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

44.5% Operating Margin Target

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

$20.40 Dividend — 9% CAGR

Sisu

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

Paigutuse struktuur

Dividend history bar chart with CAGR annotation and forward commitment statement

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Diversified Platform Supporting 5%+ Fee Growth

Sisu

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

Paigutuse struktuur

Fee mix waterfall showing business unit contributions to blended fee growth

Peamised visuaalsed elemendid

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

Fee Rate Analysis

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Expense Framework — $20.4B Revenue, 44.5% Margin

Sisu

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

Paigutuse struktuur

Waterfall bridge from revenue to operating income with expense category bars

Peamised visuaalsed elemendid

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

Headcount Strategy — 21.1K, iHubs 7.6K

Sisu

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

Paigutuse struktuur

Headcount breakdown chart with iHub proportion highlighted and location map

Peamised visuaalsed elemendid

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

Capital Management Priorities

Sisu

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

Paigutuse struktuur

Capital allocation priority pyramid with four tiers and commentary

Peamised visuaalsed elemendid

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

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

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Why BlackRock and Why Now — Closing Summary

Sisu

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

Paigutuse struktuur

Bold summary slide with headline statement and five supporting bullet points

Peamised visuaalsed elemendid

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

GAAP Reconciliation — Non-GAAP to GAAP

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

GAAP Reconciliation — Additional Metrics

Sisu

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

Paigutuse struktuur

Financial reconciliation table continuation on white background

Peamised visuaalsed elemendid

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

Performance Notes — Investment Performance Disclosures

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Performance Notes — Continued & Closing Disclaimer

Sisu

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

Paigutuse struktuur

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

Peamised visuaalsed elemendid

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

Korduma kippuvad küsimused

Levinud küsimused selle slaidi ja esitluse sisu kohta.

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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