BLACKROCK INVESTMENT INSTITUTE

BII: Who we are

The BlackRock Investment Institute (BII) leverages the firm’s expertise and generates proprietary research to provide insights on the global economy, markets, geopolitics and long-term asset allocation – all to help our clients and portfolio managers navigate financial markets. BII offers strategic and tactical market views, publications and digital data tools.

Quotation start

Our aim is to secure a better financial future for our clients by helping them make smarter whole-portfolio decisions and plan for the long term. Explore the tabs below, learn about our areas of focus and meet our team.

Quotation end
Jean Boivin Head of the BlackRock Investment Institute (BII)
Paragraph-2,Bio-1,Navigation List-1
Paragraph-3,Bio-2,Bio-3,Bio-4,Bio-5,Image Cta-1,Related Materials-1
Paragraph-4,Bio-6,Bio-7,Bio-8,Bio-9,Related Materials-2,Navigation List-2
Paragraph-5,Bio-10,Bio-11,Bio-12,Bio-13,Featured Article-1,Paragraph-6

We leverage expertise

The BlackRock Investment Institute (BII) was established in 2011 in the midst of the European debt crisis when it became clear BlackRock needed a forum to analyze seismic market events across asset classes. We harness the full BlackRock platform through dialogue, research, and engagement with our clients to establish our asset class views and to create intellectual and thought- provoking content.

BII grew significantly in 2016 under BlackRock Vice Chairman Philipp Hildebrand. We expanded our macro team and added a global network of strategists to provide actionable market views and proprietary research.

We also built up our geopolitical expertise under BII Chairman Tom Donilon, and showcase some of our research in this area on our BlackRock geopolitical risk dashboard. BII’s mandate evolved in 2019 to integrate macro and market views with insights on portfolio construction to provide clients with the long-term perspective they need today.

Philipp Hildebrand
Vice Chairman
Read bio
Thomas Donilon
Chairman of the BlackRock Investment Institute
Read bio

Macro research

We generate in-depth, proprietary economic and markets research for BlackRock’s portfolio managers and clients. We share these through internal notes, our Macro and market perspectives publication, BlackRock macro insights page and our proprietary data on the BlackRock macro dashboard.

Portfolio research

The nature of portfolio diversification is changing. At BlackRock, we focus on creating real resilience for the whole portfolio with the aim, to create better long-term financial futures for our clients.

This is about ensuring the portfolio is well positioned at a more granular level to underlying themes, including sustainability. The most important action investors need to take today, in our view, is to review their strategic asset allocation to ensure portfolios are resilient to the supercharged trends accelerated by the Covid-19 pandemic.

Our Portfolio Research group is responsible for developing the core principles and intellectual property that underpin BlackRock's approach to portfolio design, such as capital market assumptions and optimization tools.

Our capital market assumptions are part of our wider portfolio construction toolkit. Using our capital market assumptions, which explicitly account for uncertainty and different pathways for asset class returns, we can employ robust optimization techniques to design hypothetical downside-aware strategic portfolios.

Elga Bartsch
Head of Macro Research
Read bio
Vivek Paul
Senior Portfolio Strategist, BlackRock Investment Institute
Read bio
Research team
Anthony Chan
Portfolio research
Kareem Einahai
Portfolio research
Nicolas Fawcett
Macro research
Nathalie Gill, CFA
Portfolio research
Paul Henderson
Portfolio research
Christian Olinger
Portfolio research
Ambrus Pleibeisz
Portfolio research
Tara Sharma
Macro research
Yu Song
Chief China Economist
Portfolio research and return expectations
For institutional professionals only.
Thumb: Portfolio research and return expectations

Actionable investment insights

Our global strategist team develops actionable, tactical views for our clients and client-facing professionals. Our Global weekly commentary and Global investment outlook bring our tactical views to life. The team has representatives in key markets in the Americas, Asia and Europe who also bring local intelligence to BII and BlackRock’s portfolio managers.

Wei Li
Global Chief Investment Strategist
Read bio
Scott Thiel
Chief Fixed Income Strategist
Read bio
Ben Powell
APAC Chief Investment Strategist
Read bio
Global strategist network
Axel Christensen
Lukas Daalder
Beata Harasim
Martin Lueck
Vivek Paul
Kurt Reiman
Bruno Rovelli
Henny Sender

We curate intellectual and thought-provoking content to help drive better investment decisions. Internal summaries of debates and other events we organize for our portfolio managers are the starting point. We provide a slice of these insights from BlackRock thought leaders to clients in our external publications, digital experiences and across social media platforms.

Investment outlook forum

Over 100 BlackRock portfolio managers, strategists and executives gather twice every year to debate the outlook for the economy, markets and geopolitics. We summarize the key takeaways in our Global Investment Outlook publication and digital experience. An accompanying chart deck is refreshed several times a year.

Daily global meeting

BlackRock portfolio managers and strategists around the world gather daily to discuss market news, share investment views and debate a topical weekly question posed by a rotating chair. We summarize the key takeaways in our Global Investment Outlook publication and digital experience. An accompanying chart deck is refreshed several times a year.

Jack Reerink
Head of Publications and Business Operations
Read bio
Publishing and operations team
Scott Barber
Marianne Bellino
Eric Burroughs
David McMahon
Janyne Quarm
Rujun Shen
Vikram Subhedar
Diarra White

BLACKROCK INVESTMENT INSTITUTE

Question of the week