BLACKROCK INVESTMENT INSTITUTE

What we do

Our mission

We provide connectivity between our portfolio managers, originate economics and market research, develop actionable views for clients, and publish investment 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, headed by BlackRock Vice Chairman Philipp Hildebrand, works in service of two key stakeholder groups:

1

Our portfolio managers

BII supports our investment teams with original research by a small team headed by Jean Boivin, works with investors to establish the firm’s macro views, and keeps portfolio managers 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. Our portfolio managers, risk professionals, trading experts and researchers span all asset classes, regions and investment styles.

Our clients

BII’s Investment Strategy team led by Richard Turnill and his chief strategists Kate Moore (equities), Jeff Rosenberg (fixed income) and Isabelle Mateos y Lago (multi asset) identifies key market issues within each asset class. The global team develops actionable views to drive the creation of “Best of BlackRock” market and investment insights to our clients and client-facing professionals. The team has representatives in key markets in North America, Europe. Asia and Latin America.

BII’s small publishing team, headed by Jack Reerink, captures the 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.