BlackRock Investor Day 2021
End notes
IRH0621U/M-1675207-1/171
These notes refer to the financial metrics and/or defined term presented on:
Slide 103 The global retirement crisis is accelerating
1. Source: World Economic Forum White Paper: "We'll Live to 100 - How Can We Afford It?"
2. Report on the Economic Well-Being of U.S. Households in 2017, Board of Governors of the Federal Reserve System, May 2018.
Slide 104 Defined contribution plans have become the primary workplace retirement offering
1. Source: Willis Towers Watson, Retirement Offerings in the Fortune 500: A Retrospective, 2018.
Slide 105 BlackRock's retirement platform
1. AUM as of 3/31/21. Other pension funds represents AUM that is not categorized as defined benefit or defined contribution.
2. Source: BlackRock, 2020 Pensions & Investments Money Manager Survey. Ranking is by AUM as of 12/31/2019.
3. Source: BlackRock.
Slide 106 Long history of innovation in global retirement solutions
1. As of March 31, 2021. Includes assets under advisement of co-manufactured target date fund products where BlackRock provides the glidepath, asset allocation, or
underlying fund management. Glidepath refers to a formula that defines the asset allocation of a target -date fund.
2. 2020 Pensions & Investments Money Manager Survey.
Slide 107 Opportunities for innovation that will drive future growth for BlackRock
1. Source: Time, China's Aging Population Is A Major Threat to Its Future, 2019.
BlackRock
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