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What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:
- who holds an Australian Financial Services License
- who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
- that is a body regulated by APRA other than a trustee of:
(i) a superannuation fund;
(ii) an approved deposit fund;
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme.
within the meaning of the Superannuation Industry (Supervision) Act 1993 - that is a body registered under the Financial Corporations Act 1974.
- that is a trustee of:
(i) a superannuation fund; or
(ii) an approved deposit fund; or
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme
within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million. - that is a listed entity or a related body corporate of a listed entity
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Systematic investing
Systematic investing is an investment approach that emphasizes data-driven insights, scientific testing, and disciplined portfolio construction techniques to seek varied portfolio outcomes.
For Professional, Institutional and Wholesale Investors Use Only
Systematic Investing: Investing, Evolved
Discover how systematic investing is built for today’s investment challenges. By utilizing distinct return sources returns, pursuing big data insights, and integrating ESG considerations, systematic investing is different by design.
Learn more about systematic investing at BlackRock
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Systematic strategies
With combined capabilities that span factor-based and alpha-seeking investment solutions across equities, fixed income and alternative strategies, BlackRock’s Systematic Investing platform delivers tailored investment approaches for a wide gamut of institutional client needs. By separating sources of returns into directional (beta & factors) and idiosyncratic (alpha) components, we can seek highly customizable return streams to help meet specific risk, reward and diversification properties.
Equity
Single style factor
Strategies that provide exposure to individual factors such as quality, value, momentum, and low volatility.
Multi-factor and factor rotation
Strategies that seek to provide enhanced return potential over market benchmark by investing in multiple style factors.
Systematic active
Strategies that seek to provide consistent excess returns over benchmarks. They utilize proprietary signals based on advanced big data analysis techniques and are grounded in rigorous research.
Fixed income
Credit-screened
Corporate bond strategies that seek to invest in a broad portfolio of securities that closely resemble a capitalization-weighted index, while removing issuers at greatest risk of downgrades.
Blended style factors
Investment grade and high yield strategies using factor insights to target high quality and undervalued securities to seek improved risk-adjusted returns.
Multi-sector bond
Strategies that seek high quality alpha through a consistent, repeatable process that validates fundamentally oriented market insights with quantitative research.
Multi-asset and alternatives
Risk parity
Multi-asset strategies built by diversifying across sources of risk rather than by asset class.
Absolute return
Strategies that seek to deliver uncorrelated alpha through long/short investing.
Multi-alternatives
Strategies that employ our best investment ideas using multiple, independent, and risk-managed quantitative models. They seek uncorrelated returns to asset classes like equities and fixed income.
Latest systematic investing insights
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ESG integration
ESG integration is one of our top priorities in investment research and innovation. As systematic investors, our quantitatively-driven investment process can explicitly balance a number of complex portfolio considerations — incorporating estimates of risk, return and correlation alongside ESG-related metrics.
Systematic strategies can meaningfully integrate sustainable investment considerations in three distinct ways.
Portfolio implementation
Align
Seek to align a portfolio with investor preferences by removing controversial securities
Uplift
Seek a more sustainable portfolio by targeting improvements along ESG and carbon intensity dimensions
Enhance
Seek incremental returns or mitigate potential downside risks in a portfolio through ESG-related insights
An industry leader in systematic platform and talent
Platform combines BlackRock’s quantitative alpha-seeking and factor-based capabilities to help deliver investment solutions for the whole portfolio.
Source: BlackRock, all data as of December 2022. AUM is in $USD.
Meet the leadership team
Raffaele Savi
Head of BlackRock Systematic Investing
Raffaele Savi, Managing Director, is the Head of BlackRock’s Systematic Investing and Co-CIO of Systematic Active Equity (SAE).
Read biography
Access our investment research
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Risk Warnings
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.
Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
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