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Before you proceed, please take a moment to review and accept the following Terms and Conditions.
This section includes investor type descriptions for professional clients and market counterparties.
Professional client
A Professional Client is either: (i) a ‘deemed’ professional client; (ii) serviced-based professional client; or (iii) an assessed professional Client
(i) Deemed Professional Client
A person is a “deemed” professional client if the person is:
- a supranational organisation whose members are either countries, central banks or national monetary authorities
• a government, government agency, central bank or other national monetary authority of any country or jurisdiction
• a public authority or state investment body
• an Authorised Market Institution, Regulated Exchange or regulated clearing house
• a Regulated Financial Institution or the management company of a regulated pension fund;
• a Collective Investment Fund or a regulated pension fund;
• a corporate body whose shares are listed or admitted to trading on any exchange of an IOCSO member country
• trustee of a trust which has, or had during the previous 12 months, assets of at least $10 million;
• a Single Family Office licensed under the Single Family Office Regulations
• a person classified as a ‘large undertaking’ who meetstwoof the following criteria (i) a balance sheet total of at least $20 million; (ii) a net annual turnover of at least $40 million or (iii) own funds or called up capital of at least $2 million
(ii) Service-based Professional Clients
A person is a ‘serviced-based’ professional client if
- the services provided to the client is in relation to the provision of credit including arranging and/or advising on credit
• the services provided to the client relates to corporate structuring and financing such as advice relating to an acquisition, disposal, structuring, restructuring, financing or refinancing of a corporation or other legal entity i.e. takeovers, mergers and capital raising
(iii) Assessed-based Professional Clients
Assessed-based professional clients can be either (i) individuals; or (ii) undertakings
Individuals
An individual (and associated joint account holders) would be classified as an ‘assessed-based professional client’ if:
- the individual (and primary account holder, if relevant) has net assets of at least $1 million; and
• the individual is, or has been, an employee of an authorised firm or a regulated financial institution in the past two years; or
• the individual can provide evidence which demonstrates that they have sufficient knowledge and experience of relevant markets, products and associated risks
Where there is a joint account in place, the secondary account holder must obtain confirmation in writing that investment decisions relating to the joint account are made for or on behalf of the secondary account holder
Undertakings
Undertakings, which are generally not individuals, would be classified as ‘assessed-based’ professional clients if it:
- has own funds or called up capital of at least $1 million; and
• can evidence that they have sufficient knowledge and experience of relevant markets, products and associated risks
Market counterparties
A Market Counterparty is any person who is either:
- authorised firm;
• regulated financial institution; or
• professional client
ALTERNATIVES
Real assets: Real estate and infrastructure
BlackRock’s US $60 billion real assets teams helps our clients’ meet their investment goals by providing a distinct range of well defined, outcome orientated strategies, along the investment risk-return spectrum, covering equity, debt and listed real assets globally.
Why BlackRock for real assets?
In a world that is changing with the future we combine global perspective with local knowledge and deep industry and sector expertise. As deal flow becomes more competitive our 400-person team based in 34 cities provides unparalleled market access. We underpin this with BlackRock commitment to a fiduciary culture and approach to risk management that puts clients first and embeds sustainability in all that we do.
Source: BlackRock, October 2021
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Global, local and cross-asset class
In a dynamic market, our team operates globally delivering strategies in private and public infrastructure and real estate debt and equity to deliver on client outcomes.
Specialists: Industry and sector
Our dedicated experts, backed by BlackRock, enables us to deliver both unrivalled market access and the experience to enable bottom up fundamental decision making.
A fiduciary approach to investing
BlackRock’s fiduciary-first approach, including our commitment to embedding sustainability considerations, underpins our investment and risk management processes.
Download the full real assets outlook
Real assets investment strategies
Our strategies cover the real estate and infrastructure landscape, offering investors exposure to debt, equity, listed, and co-investment across public and private real assets markets.
Real estate
We believe successful investing requires a local market presence with operational and analytical expertise to buy, manage and sell real estate.
Infrastructure
At BlackRock, we seek to provide infrastructure investors with long-term, stable cash flows with potential for inflation mitigation.
Integrating sustainability into real assets
Our commitment to sustainability is measured through our membership and alignment with GRESB and the United Nations Principles for Responsible Investment (PRI).
GRESB
As part of our ongoing commitment to sustainability, BlackRock is a member of GRESB (formerly the Global Real Estate Sustainability Benchmark), which is the worlds’ leading sustainability benchmark for the real assets sector.
BlackRock has been a member of GRESB since 2010 and reports annually into the Real Estate and Infrastructure Assessments. We also hold positions on the Real Estate and Infrastructure Benchmark Committees.
Real Assets has been recognised as a sector leader in the 2021 GRESB assessment results for the fourth year running, reflecting our commitment to the sustainable development of our assets and the communities in which they operate.
GRESB assessments provide sustainability benchmarking for both real estate and infrastructure funds and assets and are seen as the leader in this space. Importantly, these assessments provide us with valuable insights as we develop sustainability strategies for our assets and opportunities for best practices within our portfolio to be shared across industry sectors.
Explore 2020 results
PRI
The PRI is the world’s leading proponent of responsible investment. The PRI works to understand the investment implications of ESG factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.
Global reach with local expertise
BlackRock Real Assets partners with clients to provide solutions tailored to individual portfolio needs such as income, growth, liquid or balanced real assets outcomes.
Leadership
Anne Valentine Andrews
Global Head of Real Assets
Anne Valentine Andrews, Managing Director, is Global Head of Real Assets within BlackRock Alternative Investors.
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