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 87 BlackRock in EMEA
AUM as of 3/31/2021. LTM "Last Twelve Months" represents last twelve months ending 3/31/21. Net New Business represents net asset inflows and Net New Base Fees
represents net new base fees earned on net asset inflows.
1.
2.
Organic asset growth rate calculated by dividing net asset inflows over beginning of period assets.
3.
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.
Slide 88 Deepening our local presence
1.
AUM and Headcount as of 3/31/2021.
Slide 89 EMEA is undergoing a multi-year transformation as major forces disrupt the industry
Sources: Brokerage account statistics sourced from: https://www.wealthadviser.co/2021/05/13/300237/diy-investing-booms-20-cent-annual-growth-customer-numbers and
https://www.ft.com/content/dd3cf99a-ff71-44d4-831c-Oedac79d3104 alongside feedback from BlackRock Investment Platforms; Sustainability search data: Google "Search
Interest" https://trends.google.com/trends/explore?q=sustainability&geo=GB
Slide 91 - Clients want a strategic partner who understands their purpose and financial goals
Sources: Alternatives market data from McKinsey Cube, Preqin, Broadridge, Spence Johnson. Model Market Data based on BlackRock estimates from existing market data; ETF
market data from EXTRA ETF Research: ETF-RETAIL-MARKTREPORT (April 2021).
Slide 92 - Creating enduring partnerships
1.
2.
Total addressable market from McKinsey and BlackRock estimates as of year-end 2019.
UK OCIO Data from Isio Fiduciary Management Survey: https://www.isio.com/media/1269/fm-survey-2020-results-report.pdf
BlackRock
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