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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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Mô Tả

Chủ Đề Chính

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.

Lợi Ích Chính

  • •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

Đối Tượng Mục Tiêu

  • •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

Trường Hợp Sử Dụng

  • •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

Đề Xuất Giá Trị Độc Đáo

  • •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

Trang Slide (147)

Xem chi tiết từng trang slide, bao gồm bố cục, nội dung chính và các phần tử trực quan.

Trang 1
Cover

Cover — Investor Day 2025

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Forward-Looking Statements & Important Notes

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Strategy Foundations

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

2030 Financial Targets

Nội Dung

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

Cấu Trúc Bố Cục

Large bold metric callouts in a three-box horizontal layout

Phần Tử Trực Quan Chính

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

Structural Growers

Nội Dung

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

Cấu Trúc Bố Cục

Vertical list with descriptive callout boxes and connecting arrows

Phần Tử Trực Quan Chính

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

Global Asset Pools

Nội Dung

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

Cấu Trúc Bố Cục

World map visualization overlaid with segmented capital pool labels

Phần Tử Trực Quan Chính

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

New Businesses — Insurance, Wealth & Digital Assets

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Active ETFs Platform

Nội Dung

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

Cấu Trúc Bố Cục

Split layout: left narrative text, right product metrics table

Phần Tử Trực Quan Chính

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

GIP & HPS Integration Rationale

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

$400B Private Markets Fundraise Target

Nội Dung

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

Cấu Trúc Bố Cục

Bar chart with cumulative fundraise projection broken out by asset class

Phần Tử Trực Quan Chính

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

Technology Stack — Aladdin, eFront & Preqin

Nội Dung

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

Cấu Trúc Bố Cục

Layered platform diagram with product name tiles and capability arrows

Phần Tử Trực Quan Chính

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

2030 Strategy Summary

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

End Notes — Slides 3–13

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Rob Goldstein — Powering Scale (Section Divider)

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Industry Consolidation — Top 5 at 25% Share

Nội Dung

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

Cấu Trúc Bố Cục

Market share bar chart with competitor comparison and trend arrow

Phần Tử Trực Quan Chính

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

The 1BLK Operating Platform

Nội Dung

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

Cấu Trúc Bố Cục

Platform overview diagram with interconnected business unit nodes

Phần Tử Trực Quan Chính

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

22,600 Employees Globally

Nội Dung

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

Cấu Trúc Bố Cục

Map visualization with headcount callout and office location markers

Phần Tử Trực Quan Chính

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

Breadth of Capabilities

Nội Dung

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

Cấu Trúc Bố Cục

Dense capability matrix grid with color-coded cells

Phần Tử Trực Quan Chính

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

Platform Reinvention — SpiderRock, Aladdin Copilot, Preqin, HPS

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

New Global Offices

Nội Dung

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

Cấu Trúc Bố Cục

World map with city-pin callouts and office opening dates

Phần Tử Trực Quan Chính

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

Four Principles of Scale

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Digital Assets & Blockchain Ecosystem

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

BSYS Platform & AI Research Agents

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

End Notes — Slides 15–24

Nội Dung

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

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Aladdin — Three Roles

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

$1.6B Tech Revenue — 10% CAGR

Nội Dung

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

Cấu Trúc Bố Cục

Revenue bar chart with CAGR label and key metric callout boxes

Phần Tử Trực Quan Chính

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

Client Funnel — 4,800 to 172 to 75

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Industry Tailwinds for Aladdin

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Aladdin Growth Flywheel

Nội Dung

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

Cấu Trúc Bố Cục

Circular flywheel diagram with three labeled arcs and center metric

Phần Tử Trực Quan Chính

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

$20B+ Total Addressable Market

Nội Dung

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

Cấu Trúc Bố Cục

TAM breakdown chart with segment bars and total callout

Phần Tử Trực Quan Chính

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

Private Markets Journey — eFront to Whole Portfolio

Nội Dung

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

Cấu Trúc Bố Cục

Horizontal timeline with product milestone nodes and expanding scope arrow

Phần Tử Trực Quan Chính

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

Client Acquisition Drivers

Nội Dung

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

Cấu Trúc Bố Cục

Numbered list with driver headlines and brief supporting descriptions

Phần Tử Trực Quan Chính

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

Insurance Client Case Study

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Aladdin for Private Markets — eFront Integration

Nội Dung

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

Cấu Trúc Bố Cục

Integration diagram showing eFront modules connecting to Aladdin core

Phần Tử Trực Quan Chính

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

Preqin Data Integration

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Expanding Aladdin Capabilities

Nội Dung

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

Cấu Trúc Bố Cục

Roadmap grid with module tiles organized by theme and timeline

Phần Tử Trực Quan Chính

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

Aladdin Copilot — AI-Powered Workflows

Nội Dung

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

Cấu Trúc Bố Cục

Product screenshot mockup with feature callout annotations

Phần Tử Trực Quan Chính

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

Accelerating with AI Across Aladdin

Nội Dung

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

Cấu Trúc Bố Cục

Three-metric impact layout with before/after performance comparisons

Phần Tử Trực Quan Chính

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

Growing the Aladdin Platform

Nội Dung

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

Cấu Trúc Bố Cục

Growth lever diagram with three pathways and associated revenue projections

Phần Tử Trực Quan Chính

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

Aladdin Mission Summary

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

End Notes — Slides 26–42

Nội Dung

Footnotes and data source attributions for the Aladdin technology section.

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

iShares — Unlocking Growth Across the Globe (Section Divider)

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

iShares Platform Overview — $4.3T AUM

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Three Industry Trends — Convenience, Convergence & Scale

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

ETF Industry Growing to $27T by 2030

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

World map with country markers and product count annotations

Phần Tử Trực Quan Chính

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

Diversified Organic Growth Sources

Nội Dung

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

Cấu Trúc Bố Cục

Waterfall or stacked bar chart of net flows by product category

Phần Tử Trực Quan Chính

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

Investment Engine & Platform Innovation

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

Penetration opportunity chart comparing ETF share to total bond market size

Phần Tử Trực Quan Chính

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

US iShares — $3T AUM

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Models Distribution — $620B+

Nội Dung

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

Cấu Trúc Bố Cục

Distribution flow diagram from iShares through model platforms to end investors

Phần Tử Trực Quan Chính

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

European ETF Market — Growing to $2.3T

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

Market share pie chart alongside AUM growth bar chart

Phần Tử Trực Quan Chính

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

Client Adoption — Fee-Based Wealth

Nội Dung

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

Cấu Trúc Bố Cục

Adoption trend chart with advisor segment breakdown and flow attribution

Phần Tử Trực Quan Chính

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

Client Adoption — Digital Wealth Platforms

Nội Dung

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

Cấu Trúc Bố Cục

Platform logos arranged with partnership tier annotations and AUM attributable

Phần Tử Trực Quan Chính

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

Client Adoption — Institutional

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

European Product Innovation

Nội Dung

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

Cấu Trúc Bố Cục

Product launch timeline with category icons and AUM achieved at launch

Phần Tử Trực Quan Chính

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

Global Expansion — Asia Pacific & Latin America

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

iShares Brand & Marketing Image

Nội Dung

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

Cấu Trúc Bố Cục

Full-bleed marketing image with iShares logo overlay

Phần Tử Trực Quan Chính

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

End Notes — iShares Section (Part 1)

Nội Dung

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

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

End Notes — iShares Section (Part 2)

Nội Dung

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

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

End Notes — iShares Section (Part 3)

Nội Dung

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

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

Rich Kushel — Active Investing, Evolved (Section Divider)

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

Hero metric layout with three large KPIs and growth comparison chart

Phần Tử Trực Quan Chính

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

78% Five-Year Performance Above Benchmark

Nội Dung

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

Cấu Trúc Bố Cục

Performance metric highlight with supporting breakdown by asset class

Phần Tử Trực Quan Chính

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

Building Blocks Evolution

Nội Dung

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

Cấu Trúc Bố Cục

Evolutionary timeline with product category nodes expanding over time

Phần Tử Trực Quan Chính

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

OCIO — $5.8T Market Growing at 8%

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Model Portfolios — $11.5T Opportunity

Nội Dung

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

Cấu Trúc Bố Cục

Opportunity sizing chart with model adoption trend line

Phần Tử Trực Quan Chính

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

Active ETF Usage Accelerating

Nội Dung

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

Cấu Trúc Bố Cục

Adoption acceleration chart with flow data by client segment

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Blending Public and Private Capabilities

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

End Notes — Active Section

Nội Dung

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

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

Hero metric layout with four KPIs and revenue growth chart

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

1.8 Seconds for 5-Year Equity Simulation

Nội Dung

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

Cấu Trúc Bố Cục

Before/after speed comparison with dramatic time reduction callout

Phần Tử Trực Quan Chính

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

Scale Advantages — Data, Trading & Diverse Collective

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

End Notes — Systematic Section

Nội Dung

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

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Fixed Income Platform — $4.1T Total

Nội Dung

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.

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

87% Five-Year Performance Above Peer Median

Nội Dung

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

Cấu Trúc Bố Cục

Performance highlight with supporting breakdown by strategy and peer comparison table

Phần Tử Trực Quan Chính

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

Industry Flow Outperformance

Nội Dung

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

Cấu Trúc Bố Cục

Competitor flow comparison bar chart with market share callout

Phần Tử Trực Quan Chính

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

The BlackRock Blend — Public + Private + Active + ETFs

Nội Dung

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

Cấu Trúc Bố Cục

Four-quadrant blend framework diagram with outcome arrows

Phần Tử Trực Quan Chính

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

BINC Flexible Income ETF Analysis

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Global Fixed Income Opportunity Map

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Investment Regime Change

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Income & Breakeven Opportunities

Nội Dung

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

Cấu Trúc Bố Cục

Sector yield comparison bar chart with breakeven rate annotations

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

Portfolio metrics card with three KPI callouts and sector allocation table

Phần Tử Trực Quan Chính

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

Driving the Future of Fixed Income

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

End Notes — Fixed Income Section (Part 1)

Nội Dung

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

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

End Notes — Fixed Income Section (Part 2)

Nội Dung

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

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

Index Definitions — Fixed Income

Nội Dung

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

Cấu Trúc Bố Cục

Alphabetically organized index definition list in small-body text

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Combined Private Credit — ~$280B Pro-Forma

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

HPS Platform Breadth

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

Market size growth chart with CAGR label and disintermediation driver callout

Phần Tử Trực Quan Chính

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

Differentiated Origination — 60%+ Non-Sponsor

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Distribution Through BlackRock Wealth Network

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Aladdin Technology Integration for HPS

Nội Dung

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

Cấu Trúc Bố Cục

Integration roadmap showing HPS data flows into Aladdin modules

Phần Tử Trực Quan Chính

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

HPS Direct Lending — $122B

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

HPS Junior & Opportunistic — $39B

Nội Dung

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

Cấu Trúc Bố Cục

Strategy description with AUM callout and target return profile chart

Phần Tử Trực Quan Chính

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

HPS Asset-Based Finance — $30B

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

HPS Liquid Credit — $49B

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

HPS Performance Track Record

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

End Notes — HPS Section

Nội Dung

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

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

GIP — $183B Infrastructure AUM

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Private Capital Bridging the Funding Gap

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

AI Infrastructure Partnership

Nội Dung

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

Cấu Trúc Bố Cục

Partnership overview with AI infrastructure investment thesis and asset type breakdown

Phần Tử Trực Quan Chính

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

Ports — MSC & TiL Partnership

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

$9B Returned to LPs

Nội Dung

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

Cấu Trúc Bố Cục

LP distributions chart showing cumulative returns by fund vintage

Phần Tử Trực Quan Chính

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

Infrastructure Growth Beliefs

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

GIP Sector Diversification

Nội Dung

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

Cấu Trúc Bố Cục

Sector allocation pie chart with portfolio asset examples per sector

Phần Tử Trực Quan Chính

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

GIP + BlackRock — Combined Infrastructure Capability

Nội Dung

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

Cấu Trúc Bố Cục

Capability combination diagram showing GIP expertise merging with BlackRock platform

Phần Tử Trực Quan Chính

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

End Notes — GIP Section

Nội Dung

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

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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.

Cấu Trúc Bố Cục

Hero metric layout with four KPIs and regional revenue breakdown

Phần Tử Trực Quan Chính

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

Three Pillars — Growing Markets, Innovative Products, Removing Barriers

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

JioBlackRock India Partnership

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Retirement Innovation — DB to DC, Consolidation & Collective DC

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Scalable International Growth Foundations

Nội Dung

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

Cấu Trúc Bố Cục

Foundation diagram with operational capability pillars and international scale levers

Phần Tử Trực Quan Chính

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

End Notes — International Section

Nội Dung

Footnotes and data source attributions for the International growth section.

Cấu Trúc Bố Cục

Small-body footnote text in single column on white background

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Shareholder Value Framework

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

5% Organic Asset & Fee Growth Target

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

44.5% Operating Margin Target

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

$20.40 Dividend — 9% CAGR

Nội Dung

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

Cấu Trúc Bố Cục

Dividend history bar chart with CAGR annotation and forward commitment statement

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Diversified Platform Supporting 5%+ Fee Growth

Nội Dung

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

Cấu Trúc Bố Cục

Fee mix waterfall showing business unit contributions to blended fee growth

Phần Tử Trực Quan Chính

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

Fee Rate Analysis

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Expense Framework — $20.4B Revenue, 44.5% Margin

Nội Dung

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

Cấu Trúc Bố Cục

Waterfall bridge from revenue to operating income with expense category bars

Phần Tử Trực Quan Chính

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

Headcount Strategy — 21.1K, iHubs 7.6K

Nội Dung

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

Cấu Trúc Bố Cục

Headcount breakdown chart with iHub proportion highlighted and location map

Phần Tử Trực Quan Chính

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

Capital Management Priorities

Nội Dung

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

Cấu Trúc Bố Cục

Capital allocation priority pyramid with four tiers and commentary

Phần Tử Trực Quan Chính

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

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

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Why BlackRock and Why Now — Closing Summary

Nội Dung

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

Cấu Trúc Bố Cục

Bold summary slide with headline statement and five supporting bullet points

Phần Tử Trực Quan Chính

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

GAAP Reconciliation — Non-GAAP to GAAP

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

GAAP Reconciliation — Additional Metrics

Nội Dung

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

Cấu Trúc Bố Cục

Financial reconciliation table continuation on white background

Phần Tử Trực Quan Chính

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

Performance Notes — Investment Performance Disclosures

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Performance Notes — Continued & Closing Disclaimer

Nội Dung

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

Cấu Trúc Bố Cục

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

Phần Tử Trực Quan Chính

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

Câu Hỏi Thường Gặp

Các câu hỏi phổ biến về slide này và nội dung trình bày cơ bản.

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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