BLACKROCK INVESTMENT INSTITUTE

What we do

Our mission

We provide connectivity between our portfolio managers, originate economic and markets research, develop investment views for clients, and publish insights. Our goals are to help our portfolio managers
become even better investors and to produce thought-provoking investment content for clients and policymakers.

Our team

We launched BII in 2011 to leverage BlackRock’s expertise in markets, asset classes, geographies and client segments. BII, led by BII Global Chief Investment Strategist Richard Turnill and overseen by BlackRock Vice Chairman Philipp Hildebrand, works in service of two key stakeholder groups:

1

Our portfolio managers

We keep our investment professionals connected and informed by convening internal forums, workshops and calls. These investment debates enable our fund managers to challenge each other’s thinking, share insights and generate new investment ideas. BII’s global investment strategy team, headed by Richard Turnill, and the economic and markets research team led by Jean Boivin work with the firm's portfolio managers to develop investment views. They also support investment teams with original research.

Our clients

Chief strategists Richard Turnill (global), Kate Moore (equities), Jeff Rosenberg (fixed income) and Isabelle Mateos y Lago (multi asset) work with portfolio managers to identify key market trends within each asset class. The global team develops actionable views to drive the creation of “Best of BlackRock” market and investment insights for our clients and client-facing professionals. The team has representatives in key markets in the Americas, Europe and Asia.

BII’s publishing team, headed by Jack Reerink, captures the highlights of portfolio manager debates and investment strategy views in internal summaries and client publications.

Sharing ideas

Daily global meeting

Daily global meeting

BlackRock investment professionals from around the world discuss the latest market, policy and trading developments in this daily video conference. The meeting is chaired by a leading portfolio manager in a weekly rotation.

Question of the week

Question of the week

The chair poses a Question of the Week to debate a topical or thematic issue. The entire BlackRock investment community can vote and comment on the question on our internal blog. Results are tallied up and displayed in real time.

Getting together

Getting together

We bring together BlackRock experts in forums, workshops and calls to discuss investment topics. They allow portfolio managers to challenge their thinking, refine investment theses, generate new ideas, and share best practices.