BlackRock Financial Management, Inc.

BlackRock Financial Management, Inc.

BlackRock Financial Management, Inc.

Overview
Date Founded

1994

Headquarters

60 State Street,Boston, MA 02109-1800

Type of Company

Private

Employees (Worldwide)

3,584

Industries

Investment Services & Portfolio Management

Company Description

BlackRock Financial Management (BFM) utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. Model-based institutional strategies typically invest across a broad spectrum of global fixed-income securities, as well as currencies, futures and swaps. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. For institutional index strategies, BFM typically invests in accordance with the risk and return profile of the benchmark either by replicating the index, or utilizing security level or stratified sampling where the index is disaggregated into smaller cells in an effort to match the risk characteristics of each cell.The firm's equity platform includes a broad range of products that vary according to investment style (active, scientific and passive management), market-cap (small-, mid-, small/mid-, large- and all-cap), and geography (global, international and regional). The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For certain private investors and other SMA program, BlackRock creates and maintains 'target' portfolios of securities, to which securities are added and from which securities are removed from time to time.

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Executives & Employees

Chairman & Chief Executive Officer

Chief Financial Officer

Chief Operating Officer

General Counsel & Chief Legal Officer

General Counsel

Chief Compliance Officer

MD & Head of Inflation-Linked Bonds

MD & Head of the Multi Asset Portfolio Strategies

Managing Director & Head of Short Duration

Board of Directors

Founder, Chairman & Chief Executive Officer at BlackRock, Inc.

Co-Founder at BlackRock, Inc.

Chief Financial Officer at BlackRock, Inc.

Chief Operating Officer & Senior Managing Director at BlackRock, Inc.

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BlackRock Financial Management, Inc.
Recent Transactions
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BlackRock, Inc., BlackRock Realty Advisors, Inc. purchase Londonmetric Property Plc /Odeon Multiplex Cinema from LondonMetric Property Plc

Advisors & Consultants
Custodian

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Investment Management, Investment Services, and Other. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Other segment consists of leasing portfolio, corporate treasury, derivatives, and insurance services. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Custodian

State Street Corp. operates as a financial holding company. It conducts business primarily through State Street Bank. The company operates through following business lines: Investment Servicing and Investment Management. The Investment Servicing business offers custody, product and participant-level accounting, daily pricing and administration, master trust and master custody, record-keeping, cash management, foreign exchange, brokerage and other trading services, securities finance, deposit and short-term investment facilities, loans and lease financing, investment manager and alternative investment manager operations outsourcing, and performance, risk and compliance analytics. The Investment Management business provides services through State Street Global Advisors, which provides a broad array of investment management, investment research and investment advisory services to corporations, public funds and other sophisticated investors. It offers strategies for managing financial assets, including passive and active, such as enhanced indexing, using quantitative and fundamental methods for both the U.S. and global equities and fixed-income securities. The company was founded in 1969 and is headquartered in Boston, MA.

Custodian

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. The firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

Legal Advisor

Partner at Skadden, Arps, Slate, Meagher & Flom LLP

Clients

The California State Teachers Retirement System (CalSTRS) is administered by a 12-member Teachers' Retirement Board. Their Investment Committee's objectives are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

Pennsylvania Public School Employees' Retirement System's (PSERS) overall investment objective is to achieve returns in excess of the proprietary policy index and provide sufficient liquidity to meet the operating needs of the system. The PSERS Board of Trustees is responsible for investing funds of the System in accordance with guidelines and limitations set forth by state law. The Board is responsible for the formulation of investment policy. Internal and external investment managers act as agents for the System. The Board provides oversight of investment activities through the finance committee that makes recommendations to the Board. The investment office implements the investment decisions within stated policy.PSERS' investments include, but are not limited to: US style-oriented large cap equities, US style-oriented small cap equities, US micro cap equities, internally managed indexed equities, US MLPs, commodities/commodity index, non-US equities (small cap and emerging markets), US fixed income (core, high yield, CLOs, US Treasuries, non-US agency RMBS, TIPs), non-US developed markets fixed income, emerging markets fixed income, short-term investments (internally managed, LIBOR Plus, short-duration, non-agency RMBS and ultra short duration high yield), open-end real estate funds, US REITs, non-US REITs, global REITS, closed-end real estate investments, private equity/venture capital and hedge funds.

Richard King Mellon Foundation is a grant making foundation. They focus on programs that prioritize conservation, regional economic development, education and human services in the pennsylvania area. The organization was founded in 1947 and is headquartered in Pittsburgh, PA.

Investments
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KCAD Holdings I Ltd. provides business support services. The company was founded on March 8, 2011 and is headquartered in Leeds, the United Kingdom.

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Houghton Mifflin Harcourt Co. engages in the provision of pre-K-12 education solutions, delivering content, technology, services, and media. It operates through the Education and Trade Publishing segments. The Education segment offers educational content, services, and technology solutions. The Trade Publishing segment develops, markets, and sells consumer books in print and digital formats and licenses book rights to other publishers and electronic businesses. The company was founded in 1832 and is headquartered in Boston, MA.

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Cardean Learning Group LLC provides management and administrative consulting and technical services to not-for-profit, profit, and education sectors. It offers advice and assistance services relating to the marketing, recruitment, and enrollment management of new students. It engages in the implementation and maintenance of various accounting and administrative records, procedures, development and maintenance of relationships with a range of external constituencies, including schools, businesses, and communities; and support of financial aid and student accounts functions through management and consultation. The company was founded in 1997 and is headquartered in Chicago, IL.

Investors
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Founder, Chairman & Chief Executive Officer at BlackRock, Inc.