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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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BlackRock
Investor day
2025
Asset management
ETF

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Meginviðfangsefni

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.

Helstu kostir

  • •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

Markhópur

  • •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

Notkunartilvik

  • •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

Einstök virðistilboð

  • •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

Glærusíður (147)

Ítarleg sýn á hverja glærusíðu, þar á meðal útlit, lykilefni og sjónræna þætti.

Síða 1
Cover

Cover — Investor Day 2025

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Forward-Looking Statements & Important Notes

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Strategy Foundations

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

2030 Financial Targets

Efni

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

Uppbygging útlits

Large bold metric callouts in a three-box horizontal layout

Helstu sjónrænir þættir

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

Structural Growers

Efni

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

Uppbygging útlits

Vertical list with descriptive callout boxes and connecting arrows

Helstu sjónrænir þættir

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

Global Asset Pools

Efni

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

Uppbygging útlits

World map visualization overlaid with segmented capital pool labels

Helstu sjónrænir þættir

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

New Businesses — Insurance, Wealth & Digital Assets

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Active ETFs Platform

Efni

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

Uppbygging útlits

Split layout: left narrative text, right product metrics table

Helstu sjónrænir þættir

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

GIP & HPS Integration Rationale

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

$400B Private Markets Fundraise Target

Efni

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

Uppbygging útlits

Bar chart with cumulative fundraise projection broken out by asset class

Helstu sjónrænir þættir

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

Technology Stack — Aladdin, eFront & Preqin

Efni

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

Uppbygging útlits

Layered platform diagram with product name tiles and capability arrows

Helstu sjónrænir þættir

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

2030 Strategy Summary

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

End Notes — Slides 3–13

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Rob Goldstein — Powering Scale (Section Divider)

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Industry Consolidation — Top 5 at 25% Share

Efni

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

Uppbygging útlits

Market share bar chart with competitor comparison and trend arrow

Helstu sjónrænir þættir

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

The 1BLK Operating Platform

Efni

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

Uppbygging útlits

Platform overview diagram with interconnected business unit nodes

Helstu sjónrænir þættir

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

22,600 Employees Globally

Efni

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

Uppbygging útlits

Map visualization with headcount callout and office location markers

Helstu sjónrænir þættir

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

Breadth of Capabilities

Efni

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

Uppbygging útlits

Dense capability matrix grid with color-coded cells

Helstu sjónrænir þættir

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

Platform Reinvention — SpiderRock, Aladdin Copilot, Preqin, HPS

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

New Global Offices

Efni

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

Uppbygging útlits

World map with city-pin callouts and office opening dates

Helstu sjónrænir þættir

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

Four Principles of Scale

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Digital Assets & Blockchain Ecosystem

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

BSYS Platform & AI Research Agents

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

End Notes — Slides 15–24

Efni

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

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Aladdin — Three Roles

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

$1.6B Tech Revenue — 10% CAGR

Efni

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

Uppbygging útlits

Revenue bar chart with CAGR label and key metric callout boxes

Helstu sjónrænir þættir

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

Client Funnel — 4,800 to 172 to 75

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Industry Tailwinds for Aladdin

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Aladdin Growth Flywheel

Efni

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

Uppbygging útlits

Circular flywheel diagram with three labeled arcs and center metric

Helstu sjónrænir þættir

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

$20B+ Total Addressable Market

Efni

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

Uppbygging útlits

TAM breakdown chart with segment bars and total callout

Helstu sjónrænir þættir

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

Private Markets Journey — eFront to Whole Portfolio

Efni

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

Uppbygging útlits

Horizontal timeline with product milestone nodes and expanding scope arrow

Helstu sjónrænir þættir

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

Client Acquisition Drivers

Efni

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

Uppbygging útlits

Numbered list with driver headlines and brief supporting descriptions

Helstu sjónrænir þættir

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

Insurance Client Case Study

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Aladdin for Private Markets — eFront Integration

Efni

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

Uppbygging útlits

Integration diagram showing eFront modules connecting to Aladdin core

Helstu sjónrænir þættir

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

Preqin Data Integration

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Expanding Aladdin Capabilities

Efni

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

Uppbygging útlits

Roadmap grid with module tiles organized by theme and timeline

Helstu sjónrænir þættir

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

Aladdin Copilot — AI-Powered Workflows

Efni

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

Uppbygging útlits

Product screenshot mockup with feature callout annotations

Helstu sjónrænir þættir

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

Accelerating with AI Across Aladdin

Efni

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

Uppbygging útlits

Three-metric impact layout with before/after performance comparisons

Helstu sjónrænir þættir

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

Growing the Aladdin Platform

Efni

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

Uppbygging útlits

Growth lever diagram with three pathways and associated revenue projections

Helstu sjónrænir þættir

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

Aladdin Mission Summary

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

End Notes — Slides 26–42

Efni

Footnotes and data source attributions for the Aladdin technology section.

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

iShares — Unlocking Growth Across the Globe (Section Divider)

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

iShares Platform Overview — $4.3T AUM

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Three Industry Trends — Convenience, Convergence & Scale

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

ETF Industry Growing to $27T by 2030

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

World map with country markers and product count annotations

Helstu sjónrænir þættir

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

Diversified Organic Growth Sources

Efni

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

Uppbygging útlits

Waterfall or stacked bar chart of net flows by product category

Helstu sjónrænir þættir

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

Investment Engine & Platform Innovation

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

Penetration opportunity chart comparing ETF share to total bond market size

Helstu sjónrænir þættir

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

US iShares — $3T AUM

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Models Distribution — $620B+

Efni

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

Uppbygging útlits

Distribution flow diagram from iShares through model platforms to end investors

Helstu sjónrænir þættir

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

European ETF Market — Growing to $2.3T

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

Market share pie chart alongside AUM growth bar chart

Helstu sjónrænir þættir

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

Client Adoption — Fee-Based Wealth

Efni

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

Uppbygging útlits

Adoption trend chart with advisor segment breakdown and flow attribution

Helstu sjónrænir þættir

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

Client Adoption — Digital Wealth Platforms

Efni

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

Uppbygging útlits

Platform logos arranged with partnership tier annotations and AUM attributable

Helstu sjónrænir þættir

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

Client Adoption — Institutional

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

European Product Innovation

Efni

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

Uppbygging útlits

Product launch timeline with category icons and AUM achieved at launch

Helstu sjónrænir þættir

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

Global Expansion — Asia Pacific & Latin America

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

iShares Brand & Marketing Image

Efni

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

Uppbygging útlits

Full-bleed marketing image with iShares logo overlay

Helstu sjónrænir þættir

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

End Notes — iShares Section (Part 1)

Efni

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

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

End Notes — iShares Section (Part 2)

Efni

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

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

End Notes — iShares Section (Part 3)

Efni

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

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

Rich Kushel — Active Investing, Evolved (Section Divider)

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

Hero metric layout with three large KPIs and growth comparison chart

Helstu sjónrænir þættir

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

78% Five-Year Performance Above Benchmark

Efni

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

Uppbygging útlits

Performance metric highlight with supporting breakdown by asset class

Helstu sjónrænir þættir

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

Building Blocks Evolution

Efni

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

Uppbygging útlits

Evolutionary timeline with product category nodes expanding over time

Helstu sjónrænir þættir

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

OCIO — $5.8T Market Growing at 8%

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Model Portfolios — $11.5T Opportunity

Efni

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

Uppbygging útlits

Opportunity sizing chart with model adoption trend line

Helstu sjónrænir þættir

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

Active ETF Usage Accelerating

Efni

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

Uppbygging útlits

Adoption acceleration chart with flow data by client segment

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Blending Public and Private Capabilities

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

End Notes — Active Section

Efni

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

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

Hero metric layout with four KPIs and revenue growth chart

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

1.8 Seconds for 5-Year Equity Simulation

Efni

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

Uppbygging útlits

Before/after speed comparison with dramatic time reduction callout

Helstu sjónrænir þættir

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

Scale Advantages — Data, Trading & Diverse Collective

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

End Notes — Systematic Section

Efni

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

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Fixed Income Platform — $4.1T Total

Efni

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.

Uppbygging útlits

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

Helstu sjónrænir þættir

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

87% Five-Year Performance Above Peer Median

Efni

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

Uppbygging útlits

Performance highlight with supporting breakdown by strategy and peer comparison table

Helstu sjónrænir þættir

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

Industry Flow Outperformance

Efni

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

Uppbygging útlits

Competitor flow comparison bar chart with market share callout

Helstu sjónrænir þættir

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

The BlackRock Blend — Public + Private + Active + ETFs

Efni

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

Uppbygging útlits

Four-quadrant blend framework diagram with outcome arrows

Helstu sjónrænir þættir

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

BINC Flexible Income ETF Analysis

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Global Fixed Income Opportunity Map

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Investment Regime Change

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Income & Breakeven Opportunities

Efni

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

Uppbygging útlits

Sector yield comparison bar chart with breakeven rate annotations

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

Portfolio metrics card with three KPI callouts and sector allocation table

Helstu sjónrænir þættir

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

Driving the Future of Fixed Income

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

End Notes — Fixed Income Section (Part 1)

Efni

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

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

End Notes — Fixed Income Section (Part 2)

Efni

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

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

Index Definitions — Fixed Income

Efni

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

Uppbygging útlits

Alphabetically organized index definition list in small-body text

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Combined Private Credit — ~$280B Pro-Forma

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

HPS Platform Breadth

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

Market size growth chart with CAGR label and disintermediation driver callout

Helstu sjónrænir þættir

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

Differentiated Origination — 60%+ Non-Sponsor

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Distribution Through BlackRock Wealth Network

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Aladdin Technology Integration for HPS

Efni

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

Uppbygging útlits

Integration roadmap showing HPS data flows into Aladdin modules

Helstu sjónrænir þættir

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

HPS Direct Lending — $122B

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

HPS Junior & Opportunistic — $39B

Efni

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

Uppbygging útlits

Strategy description with AUM callout and target return profile chart

Helstu sjónrænir þættir

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

HPS Asset-Based Finance — $30B

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

HPS Liquid Credit — $49B

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

HPS Performance Track Record

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

End Notes — HPS Section

Efni

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

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

GIP — $183B Infrastructure AUM

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Private Capital Bridging the Funding Gap

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

AI Infrastructure Partnership

Efni

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

Uppbygging útlits

Partnership overview with AI infrastructure investment thesis and asset type breakdown

Helstu sjónrænir þættir

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

Ports — MSC & TiL Partnership

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

$9B Returned to LPs

Efni

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

Uppbygging útlits

LP distributions chart showing cumulative returns by fund vintage

Helstu sjónrænir þættir

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

Infrastructure Growth Beliefs

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

GIP Sector Diversification

Efni

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

Uppbygging útlits

Sector allocation pie chart with portfolio asset examples per sector

Helstu sjónrænir þættir

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

GIP + BlackRock — Combined Infrastructure Capability

Efni

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

Uppbygging útlits

Capability combination diagram showing GIP expertise merging with BlackRock platform

Helstu sjónrænir þættir

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

End Notes — GIP Section

Efni

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

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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.

Uppbygging útlits

Hero metric layout with four KPIs and regional revenue breakdown

Helstu sjónrænir þættir

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

Three Pillars — Growing Markets, Innovative Products, Removing Barriers

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

JioBlackRock India Partnership

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Retirement Innovation — DB to DC, Consolidation & Collective DC

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Scalable International Growth Foundations

Efni

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

Uppbygging útlits

Foundation diagram with operational capability pillars and international scale levers

Helstu sjónrænir þættir

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

End Notes — International Section

Efni

Footnotes and data source attributions for the International growth section.

Uppbygging útlits

Small-body footnote text in single column on white background

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Shareholder Value Framework

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

5% Organic Asset & Fee Growth Target

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

44.5% Operating Margin Target

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

$20.40 Dividend — 9% CAGR

Efni

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

Uppbygging útlits

Dividend history bar chart with CAGR annotation and forward commitment statement

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Diversified Platform Supporting 5%+ Fee Growth

Efni

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

Uppbygging útlits

Fee mix waterfall showing business unit contributions to blended fee growth

Helstu sjónrænir þættir

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

Fee Rate Analysis

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Expense Framework — $20.4B Revenue, 44.5% Margin

Efni

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

Uppbygging útlits

Waterfall bridge from revenue to operating income with expense category bars

Helstu sjónrænir þættir

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

Headcount Strategy — 21.1K, iHubs 7.6K

Efni

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

Uppbygging útlits

Headcount breakdown chart with iHub proportion highlighted and location map

Helstu sjónrænir þættir

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

Capital Management Priorities

Efni

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

Uppbygging útlits

Capital allocation priority pyramid with four tiers and commentary

Helstu sjónrænir þættir

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

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

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Why BlackRock and Why Now — Closing Summary

Efni

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

Uppbygging útlits

Bold summary slide with headline statement and five supporting bullet points

Helstu sjónrænir þættir

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

GAAP Reconciliation — Non-GAAP to GAAP

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

GAAP Reconciliation — Additional Metrics

Efni

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

Uppbygging útlits

Financial reconciliation table continuation on white background

Helstu sjónrænir þættir

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

Performance Notes — Investment Performance Disclosures

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Performance Notes — Continued & Closing Disclaimer

Efni

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

Uppbygging útlits

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

Helstu sjónrænir þættir

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

Algengar spurningar

Algengar spurningar um þessa glæru og undirliggjandi kynningarefni.

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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