BlackRock Investor Day Presentation Deck
End notes
These notes refer to the financial metrics and/or defined term presented on:
Slide 6 BlackRock's "cloud-like" platforms fuel value for clients
1. iShares exposures accounted for coming from total countries listed in MSCI EM Index as of May 2023. MSCI EM Index accounts for large and mid-cap representation across 24 emerging markets (EM) countries.
2. Source: Gartner.
Slide 7 - Our strategy continues to deliver
1. Represent last three years ending 3/31/2023. Mega mandates reflect client outsourcing assignments greater than $5 billion in assets.
2. Gross fundraise figures from 1/1/2021 through 3/31/2023.
3.
BLK Form 10-Ks for respective years. 3-year CAGR represents 12/31/2019 to 12/31/2022.
4.
Data as of 3/31/2023.
5.
Source: BlackRock, Bloomberg, covers the period from 4/1/2020 to 3/31/2023. Net new base fees represents annualized base fee revenue earned on net asset inflows.
6. Represents last three years ending 3/31/2023. Organic asset growth rate calculated by dividing net asset inflows over beginning of period assets.
Slide 9 - Asset management revenue remains highly fragmented
1. Source: Company filings for public peers with revenue data as of 12/31/2022. Private peers data based on AUM from websites with BlackRock estimate of average fee rate to calculate revenue. Total asset management industry
2022 revenue estimate from McKinsey Performance Lens.
2. Source: Dealogic. Investment banking revenue with data for year ending 12/31/2022.
Source: Synergy Research Group. Cloud provider revenue market share for year ending 12/31/2022.
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BlackRock
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