Growth and Transition Strategy Update
End notes
These notes refer to the financial metrics and/or defined term presented on:
Slide 57 - BlackRock's international platform
1.
AUM as of 3/31/23. AUM refers to client assets in each region.
2.
Represents last 3 years ending 3/31/23. Net new business represents net asset inflows.
34567
3.
Represents last 3 years ending 3/31/23. Organic asset growth rate calculated by dividing net asset inflows over beginning of period assets.
4.
Represents last 3 years ending 12/31/22. Net new base fees represents net new base fees earned on net asset inflows.
5.
6.
Organic base fee growth rate calculated by dividing net new base fees earned on net asset inflows by the base fee run-rate at the beginning of period.
Revenue includes base, securities lending and performance fees.
7.
3-year CAGR represents 2020-2022.
Slide 58 We have deep local presence
1.
Data as of 3/31/23. AUM refers to client assets in each region.
Slide 59 - How we drive growth and create value for our clients and shareholders
1.
Source: Broadridge for industry data. Represents last 3 years ending 12/31/22. Organic asset growth rate calculated by dividing net asset inflows over beginning of period assets.
Slide 60- Opportunity in developed local markets
1.
2.
AUM as of 3/31/23. Organic growth reflects organic asset growth over the last 3 years (2020-2022) to align with industry data.
Source: BVI, Japan Investment Advisers Association; The Investment Trusts Association Japan, Rainmaker, RBNZ, and BlackRock FMA for industry data. AUM as of 3/31/23. Organic growth reflects
organic asset growth over the last 3 years (2020-2022) due to data availability.
Slide 61 Opportunity in fast-growing local markets
1.
23
Source: BlackRock. Data as of 4/30/23.
2. Source: BlackRock. Data as of 12/31/22.
3. Source: CICC estimates as of August 2022.
BlackRock
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