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BlackRock Investor Day 2025

147 张幻灯片

所属合集: 投资者演示文稿案例

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
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描述

主要主题

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.

主要优势

  • •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

目标受众

  • •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

使用场景

  • •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

独特价值主张

  • •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

幻灯片页面 (147)

每张幻灯片页面的详细视图,包括布局、关键内容和视觉元素。

页面 1
Cover

Cover — Investor Day 2025

内容

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

布局结构

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

关键视觉元素

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

Forward-Looking Statements & Important Notes

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Strategy Foundations

内容

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

布局结构

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

关键视觉元素

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

2030 Financial Targets

内容

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

布局结构

Large bold metric callouts in a three-box horizontal layout

关键视觉元素

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

Structural Growers

内容

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

布局结构

Vertical list with descriptive callout boxes and connecting arrows

关键视觉元素

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

Global Asset Pools

内容

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

布局结构

World map visualization overlaid with segmented capital pool labels

关键视觉元素

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

New Businesses — Insurance, Wealth & Digital Assets

内容

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

布局结构

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

关键视觉元素

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

Active ETFs Platform

内容

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

布局结构

Split layout: left narrative text, right product metrics table

关键视觉元素

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

GIP & HPS Integration Rationale

内容

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

布局结构

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

关键视觉元素

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

$400B Private Markets Fundraise Target

内容

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

布局结构

Bar chart with cumulative fundraise projection broken out by asset class

关键视觉元素

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

Technology Stack — Aladdin, eFront & Preqin

内容

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

布局结构

Layered platform diagram with product name tiles and capability arrows

关键视觉元素

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

2030 Strategy Summary

内容

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

布局结构

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

关键视觉元素

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

End Notes — Slides 3–13

内容

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

布局结构

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

关键视觉元素

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

Rob Goldstein — Powering Scale (Section Divider)

内容

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

布局结构

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

关键视觉元素

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

Industry Consolidation — Top 5 at 25% Share

内容

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

布局结构

Market share bar chart with competitor comparison and trend arrow

关键视觉元素

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

The 1BLK Operating Platform

内容

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

布局结构

Platform overview diagram with interconnected business unit nodes

关键视觉元素

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

22,600 Employees Globally

内容

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

布局结构

Map visualization with headcount callout and office location markers

关键视觉元素

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

Breadth of Capabilities

内容

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

布局结构

Dense capability matrix grid with color-coded cells

关键视觉元素

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

Platform Reinvention — SpiderRock, Aladdin Copilot, Preqin, HPS

内容

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

布局结构

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

关键视觉元素

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

New Global Offices

内容

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

布局结构

World map with city-pin callouts and office opening dates

关键视觉元素

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

Four Principles of Scale

内容

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

布局结构

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

关键视觉元素

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

Digital Assets & Blockchain Ecosystem

内容

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

布局结构

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

关键视觉元素

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

BSYS Platform & AI Research Agents

内容

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

布局结构

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

关键视觉元素

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

End Notes — Slides 15–24

内容

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

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Aladdin — Three Roles

内容

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

布局结构

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

关键视觉元素

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

$1.6B Tech Revenue — 10% CAGR

内容

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

布局结构

Revenue bar chart with CAGR label and key metric callout boxes

关键视觉元素

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

Client Funnel — 4,800 to 172 to 75

内容

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

布局结构

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

关键视觉元素

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

Industry Tailwinds for Aladdin

内容

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

布局结构

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

关键视觉元素

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

Aladdin Growth Flywheel

内容

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

布局结构

Circular flywheel diagram with three labeled arcs and center metric

关键视觉元素

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

$20B+ Total Addressable Market

内容

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

布局结构

TAM breakdown chart with segment bars and total callout

关键视觉元素

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

Private Markets Journey — eFront to Whole Portfolio

内容

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

布局结构

Horizontal timeline with product milestone nodes and expanding scope arrow

关键视觉元素

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

Client Acquisition Drivers

内容

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

布局结构

Numbered list with driver headlines and brief supporting descriptions

关键视觉元素

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

Insurance Client Case Study

内容

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

布局结构

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

关键视觉元素

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

Aladdin for Private Markets — eFront Integration

内容

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

布局结构

Integration diagram showing eFront modules connecting to Aladdin core

关键视觉元素

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

Preqin Data Integration

内容

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

布局结构

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

关键视觉元素

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

Expanding Aladdin Capabilities

内容

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

布局结构

Roadmap grid with module tiles organized by theme and timeline

关键视觉元素

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

Aladdin Copilot — AI-Powered Workflows

内容

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

布局结构

Product screenshot mockup with feature callout annotations

关键视觉元素

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

Accelerating with AI Across Aladdin

内容

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

布局结构

Three-metric impact layout with before/after performance comparisons

关键视觉元素

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

Growing the Aladdin Platform

内容

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

布局结构

Growth lever diagram with three pathways and associated revenue projections

关键视觉元素

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

Aladdin Mission Summary

内容

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

布局结构

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

关键视觉元素

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

End Notes — Slides 26–42

内容

Footnotes and data source attributions for the Aladdin technology section.

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

iShares — Unlocking Growth Across the Globe (Section Divider)

内容

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

布局结构

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

关键视觉元素

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

iShares Platform Overview — $4.3T AUM

内容

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

布局结构

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

关键视觉元素

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

Three Industry Trends — Convenience, Convergence & Scale

内容

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

布局结构

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

关键视觉元素

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

ETF Industry Growing to $27T by 2030

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

World map with country markers and product count annotations

关键视觉元素

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

Diversified Organic Growth Sources

内容

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

布局结构

Waterfall or stacked bar chart of net flows by product category

关键视觉元素

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

Investment Engine & Platform Innovation

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

Penetration opportunity chart comparing ETF share to total bond market size

关键视觉元素

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

US iShares — $3T AUM

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Models Distribution — $620B+

内容

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

布局结构

Distribution flow diagram from iShares through model platforms to end investors

关键视觉元素

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

European ETF Market — Growing to $2.3T

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

Market share pie chart alongside AUM growth bar chart

关键视觉元素

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

Client Adoption — Fee-Based Wealth

内容

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

布局结构

Adoption trend chart with advisor segment breakdown and flow attribution

关键视觉元素

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

Client Adoption — Digital Wealth Platforms

内容

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

布局结构

Platform logos arranged with partnership tier annotations and AUM attributable

关键视觉元素

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

Client Adoption — Institutional

内容

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

布局结构

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

关键视觉元素

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

European Product Innovation

内容

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

布局结构

Product launch timeline with category icons and AUM achieved at launch

关键视觉元素

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

Global Expansion — Asia Pacific & Latin America

内容

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

布局结构

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

关键视觉元素

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

iShares Brand & Marketing Image

内容

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

布局结构

Full-bleed marketing image with iShares logo overlay

关键视觉元素

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

End Notes — iShares Section (Part 1)

内容

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

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

End Notes — iShares Section (Part 2)

内容

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

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

End Notes — iShares Section (Part 3)

内容

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

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

Rich Kushel — Active Investing, Evolved (Section Divider)

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

Hero metric layout with three large KPIs and growth comparison chart

关键视觉元素

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

78% Five-Year Performance Above Benchmark

内容

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

布局结构

Performance metric highlight with supporting breakdown by asset class

关键视觉元素

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

Building Blocks Evolution

内容

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

布局结构

Evolutionary timeline with product category nodes expanding over time

关键视觉元素

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

OCIO — $5.8T Market Growing at 8%

内容

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

布局结构

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

关键视觉元素

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

Model Portfolios — $11.5T Opportunity

内容

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

布局结构

Opportunity sizing chart with model adoption trend line

关键视觉元素

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

Active ETF Usage Accelerating

内容

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

布局结构

Adoption acceleration chart with flow data by client segment

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Blending Public and Private Capabilities

内容

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

布局结构

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

关键视觉元素

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

End Notes — Active Section

内容

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

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

Hero metric layout with four KPIs and revenue growth chart

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

1.8 Seconds for 5-Year Equity Simulation

内容

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

布局结构

Before/after speed comparison with dramatic time reduction callout

关键视觉元素

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

Scale Advantages — Data, Trading & Diverse Collective

内容

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

布局结构

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

关键视觉元素

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

End Notes — Systematic Section

内容

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

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Fixed Income Platform — $4.1T Total

内容

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.

布局结构

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

关键视觉元素

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

87% Five-Year Performance Above Peer Median

内容

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

布局结构

Performance highlight with supporting breakdown by strategy and peer comparison table

关键视觉元素

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

Industry Flow Outperformance

内容

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

布局结构

Competitor flow comparison bar chart with market share callout

关键视觉元素

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

The BlackRock Blend — Public + Private + Active + ETFs

内容

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

布局结构

Four-quadrant blend framework diagram with outcome arrows

关键视觉元素

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

BINC Flexible Income ETF Analysis

内容

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

布局结构

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

关键视觉元素

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

Global Fixed Income Opportunity Map

内容

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

布局结构

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

关键视觉元素

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

Investment Regime Change

内容

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

布局结构

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

关键视觉元素

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

Income & Breakeven Opportunities

内容

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

布局结构

Sector yield comparison bar chart with breakeven rate annotations

关键视觉元素

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

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

内容

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

布局结构

Portfolio metrics card with three KPI callouts and sector allocation table

关键视觉元素

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

Driving the Future of Fixed Income

内容

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

布局结构

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

关键视觉元素

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

End Notes — Fixed Income Section (Part 1)

内容

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

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

End Notes — Fixed Income Section (Part 2)

内容

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

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

Index Definitions — Fixed Income

内容

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

布局结构

Alphabetically organized index definition list in small-body text

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Combined Private Credit — ~$280B Pro-Forma

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

HPS Platform Breadth

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

Market size growth chart with CAGR label and disintermediation driver callout

关键视觉元素

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

Differentiated Origination — 60%+ Non-Sponsor

内容

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

布局结构

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

关键视觉元素

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

Distribution Through BlackRock Wealth Network

内容

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

布局结构

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

关键视觉元素

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

Aladdin Technology Integration for HPS

内容

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

布局结构

Integration roadmap showing HPS data flows into Aladdin modules

关键视觉元素

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

HPS Direct Lending — $122B

内容

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

布局结构

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

关键视觉元素

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

HPS Junior & Opportunistic — $39B

内容

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

布局结构

Strategy description with AUM callout and target return profile chart

关键视觉元素

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

HPS Asset-Based Finance — $30B

内容

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

布局结构

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

关键视觉元素

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

HPS Liquid Credit — $49B

内容

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

布局结构

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

关键视觉元素

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

HPS Performance Track Record

内容

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

布局结构

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

关键视觉元素

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

End Notes — HPS Section

内容

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

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

GIP — $183B Infrastructure AUM

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Private Capital Bridging the Funding Gap

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

AI Infrastructure Partnership

内容

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

布局结构

Partnership overview with AI infrastructure investment thesis and asset type breakdown

关键视觉元素

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

Ports — MSC & TiL Partnership

内容

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

布局结构

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

关键视觉元素

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

$9B Returned to LPs

内容

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

布局结构

LP distributions chart showing cumulative returns by fund vintage

关键视觉元素

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

Infrastructure Growth Beliefs

内容

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

布局结构

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

关键视觉元素

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

GIP Sector Diversification

内容

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

布局结构

Sector allocation pie chart with portfolio asset examples per sector

关键视觉元素

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

GIP + BlackRock — Combined Infrastructure Capability

内容

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

布局结构

Capability combination diagram showing GIP expertise merging with BlackRock platform

关键视觉元素

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

End Notes — GIP Section

内容

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

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

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

内容

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.

布局结构

Hero metric layout with four KPIs and regional revenue breakdown

关键视觉元素

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

Three Pillars — Growing Markets, Innovative Products, Removing Barriers

内容

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

布局结构

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

关键视觉元素

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

JioBlackRock India Partnership

内容

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

布局结构

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

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Retirement Innovation — DB to DC, Consolidation & Collective DC

内容

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

布局结构

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

关键视觉元素

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

Scalable International Growth Foundations

内容

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

布局结构

Foundation diagram with operational capability pillars and international scale levers

关键视觉元素

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

End Notes — International Section

内容

Footnotes and data source attributions for the International growth section.

布局结构

Small-body footnote text in single column on white background

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Shareholder Value Framework

内容

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

布局结构

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

关键视觉元素

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

5% Organic Asset & Fee Growth Target

内容

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

布局结构

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

关键视觉元素

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

44.5% Operating Margin Target

内容

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

布局结构

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

关键视觉元素

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

$20.40 Dividend — 9% CAGR

内容

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

布局结构

Dividend history bar chart with CAGR annotation and forward commitment statement

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Diversified Platform Supporting 5%+ Fee Growth

内容

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

布局结构

Fee mix waterfall showing business unit contributions to blended fee growth

关键视觉元素

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

Fee Rate Analysis

内容

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

布局结构

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

关键视觉元素

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

Expense Framework — $20.4B Revenue, 44.5% Margin

内容

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

布局结构

Waterfall bridge from revenue to operating income with expense category bars

关键视觉元素

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

Headcount Strategy — 21.1K, iHubs 7.6K

内容

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

布局结构

Headcount breakdown chart with iHub proportion highlighted and location map

关键视觉元素

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

Capital Management Priorities

内容

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

布局结构

Capital allocation priority pyramid with four tiers and commentary

关键视觉元素

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

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

内容

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

布局结构

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

关键视觉元素

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

Why BlackRock and Why Now — Closing Summary

内容

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

布局结构

Bold summary slide with headline statement and five supporting bullet points

关键视觉元素

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

GAAP Reconciliation — Non-GAAP to GAAP

内容

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

布局结构

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

关键视觉元素

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

GAAP Reconciliation — Additional Metrics

内容

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

布局结构

Financial reconciliation table continuation on white background

关键视觉元素

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

Performance Notes — Investment Performance Disclosures

内容

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

布局结构

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

关键视觉元素

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

Performance Notes — Continued & Closing Disclaimer

内容

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

布局结构

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

关键视觉元素

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

常见问题

关于此幻灯片和基础演示文稿内容的常见问题。

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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