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BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
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
- that is an exempt public authority
- that is a body corporate, or an unincorporated body, that:
(i) carries on a business of investment in financial products, interests in land or other investments; and
(ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes. - that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
Official Institutions
The Official Institutions Group (OIG) partners with central banks, sovereign wealth funds, finance ministries, future generation funds and multi-lateral organizations, offering the gamut of customized solutions and global investment management, risk management and advisory services.
Capital at risk. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.
Why official institutions partner with BlackRock
Learn more about how official institutions partner with BlackRock
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Meet our team
With representatives in New York, Miami, London, Zurich, Hong Kong and Singapore, BlackRock’s dedicated Official Institutions Group serves as a central point of contact for investment, risk management and advisory services.
Isabelle Mateos y Lago
Global Head of the Official Institutions Group
Andrew Mackenzie
EMEA Head of the Official Institutions Group
Pablo Arteaga
AMERS Head of the Official Institutions Group
Brent Kao
APAC Head of the Official Institutions Group
Terrence Keeley
Senior Advisor of the Official Institutions Group
Common questions from official institution investors
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BlackRock’s scale is its key competitive advantage - it allows access to a plethora of information and insights that enables unrivaled risk management. Our Aladdin platform combines sophisticated risk analytics with comprehensive portfolio management, trading and operations tools to power informed decision-making and effective risk management.
In addition to Aladdin, our Risk and Quantitative Analysis group partners with portfolio managers to ensure risk taking is deliberate, diversified and scaled by providing an independent and trusted perspective.
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As of 31 December 2020, the Official Institutions Group has $579bn in assets under management (AUM) on behalf of 109 clients globally. This includes:
- 45 Central Banks
- 19 National Pension Funds
- 22 Sovereign Wealth Funds
- 9 Multilateral Development Banks
- 14 Ministries and Agencies
In addition to invested assets, our Financial Markets Advisory team has completed 117 assignments on behalf of Official Institutions since 2013.
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BlackRock is strongly committed to assisting official institutions to achieve a higher level of understanding and proficiency with respect to various parts of the capital markets, asset allocation, portfolio management, risk management, and investment technology.
BlackRock prides itself as a trusted advisor and strategic partner to our clients; sharing best ideas, resources and processes are an essential part of this partnership. The key to our success as a strategic partner is our ability to deliver a value proposition that is relevant and advantageous to our clients’ respective missions. Knowledge transfer is at the core of this value proposition.
As the investment landscape became more challenging, our clients sought ever greater expertise from BlackRock to help navigate through the unprecedented environment; as such we continue to enhance and expand our existing program, with an aim to provide holistic training that exceeds our clients’ needs. Since 2013, BlackRock has offered the BlackRock Educational Academy (“BEA”) to institutional clients and prospective clients. This program offers best-in-class knowledge transfer experiences with diverse and innovative learning opportunities. This highly customised program, which consists of eight week-long educational modules defined by asset classes and strategies, covers a comprehensive range of professional investment and risk management topics.
Contact us to learn more about the BlackRock Educational Academy.
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BlackRock’s Official Institution business is distinguished as the industry’s leading partner for sovereign institutions worldwide.
In 2020 and 2019, BlackRock was awarded the Innovation in Reserve Management award by Central Banking Publications, in recognition of our achievements in Environmental, Social and Governance (ESG) investments and continued efforts breaking new barriers in this field. Central Banking Publications highlighted several examples supporting our award across Technology, Research, Advisory, Investment Solutions and Implementation.
Additional accolades from Central Banking Publication have included Asset Manager of the Year in 2018, 2015 and 2014; our BlackRock Solutions business was chosen as Consultancy and Advisory Service Provider of the Year in 2016.
BlackRock’s latest insights for official institution investors
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BlackRock Educational Academy
The BlackRock Educational Academy (BEA) is a formal training program for our strategic partner clients. The aim of the BEA is to provide holistic, multi-disciplinary training programs tailored to our client’s needs.
- Customized Content: We have specifically customized the contents of our program to tackle the unique challenges faced by today’s investment community. For example, in this year’s program, we will help investors find new opportunities and strategies that exploit monetary policy divergence, weak commodity prices, heightened volatility and the promise of Big Data. High potential attendees will participate in a series of classroom trainings, group exercises and case studies as well as selective breakout sessions conducted by industry leading investment experts and strategists from BlackRock. Each module allows for further customization to accommodate your unique interests and concerns.
- Breakout Sessions: In addition, we offer selective breakout sessions with customized training content targeted to specific client types. Clients will also be given the opportunity to interact with like-minded institutional investors across the globe throughout the training program, building valuable contact points. No other financial services organization offers a program comparable in scope, scale or practical relevance to its partners.
While the ongoing environment has made travel and in-person events increasingly challenging, we would like to emphasize that this obstacle to BEA does not impact our commitment to knowledge transfer – our support for our clients during this time is unwavering. We are continuing to enhance our focus on the live streaming experience for all participants, and now offer a subscription service to help you stay up to date on all live streaming opportunities throughout 2021. This service will also provide the option of receiving on-demand playbacks of our most popular sessions for each module. Please click here to learn more about our upcoming live webcasts, and to view content that is currently available for on-demand playback.
*Please note BlackRock Educational Academy content is only available in designated domiciles. Please click here to verify that BEA is available in your location.
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Insights
© 2021 BlackRock, Inc. All rights reserved.
Capital at risk. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.
This material is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Reliance upon information in this material is at the sole risk and discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any investor.
This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, and estimates of yields or returns. No representation is made that any performance presented will be achieved by any BlackRock Funds, or that every assumption made in achieving, calculating or presenting either the forward-looking information or any historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein. 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.
The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy.
In the U.S., this material is for Institutional use only – not for public distribution.
In Canada, this material is intended for permitted clients only, is for educational purposes only, does not constitute investment advice and should not be construed as a solicitation or offering of units of any fund or other security in any jurisdiction.
In the European Economic Area, it is issued by BlackRock (Netherlands) B.V.: Amstelplein 1, 1096 HA,Amsterdam, Tel: 020 – 549 5200, Trade Register No. 17068311. This material is for distribution to Professional Clients (as defined by MiFID Rules) and Qualified Investors and should not be relied upon by any other persons.
In the United Kingdom and outside the European Economic Area, it is issued by BlackRock Investment Management (UK) Limited, (authorised and regulated by the Financial Conduct Authority (‘FCA’). Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Registered in England and Wales No. 2020394. Tel: 020 7743 3000. This material is for distribution to Professional Clients (as defined by the FCA or MiFID Rules) and Qualified Investors and should not be relied upon by any other persons.
For qualified investors in Switzerland, this material shall be exclusively made available to, and directed at, qualified investors as defined in the Swiss Collective Investment Schemes Act of 23 June 2006, as amended.
In South Africa, please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.
In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. This material is for distribution to "Professional Investors" (as defined in the Securities and Futures Ordinance (Cap.571 of the laws of Hong Kong) and any rules made under that ordinance.) and should not be relied upon by any other persons or redistributed to retail clients in Hong Kong.
In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N) for use with institutional investors as defined in Section 4A of the Securities and Futures Act, Chapter 289 of Singapore.
In Korea, this information is issued by BlackRock Investment (Korea) Limited. This material is for distribution to the Qualified Professional Investors (as defined in the Financial Investment Services and Capital Market Act and its sub-regulations) and for information or educational purposes only, and does not constitute investment advice or an offer or solicitation to purchase or sells in any securities or any investment strategies.
In Taiwan, Independently operated by BlackRock Investment Management (Taiwan) Limited. Address: 28F., No. 100, Songren Rd., Xinyi Dist., Taipei City 110, Taiwan. Tel: (02)23261600.
In China, this material may not be distributed to individuals resident in the People's Republic of China ("PRC", for such purposes, excluding Hong Kong, Macau and Taiwan) or entities registered in the PRC unless such parties have received all the required PRC government approvals to participate in any investment or receive any investment advisory or investment management services.
Issued in Australia and New Zealand by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975 AFSL 230 523 (BIMAL) for the exclusive use of the recipient who warrants by receipt of this material that they are a wholesale client and not a retail client as those terms are defined under the Australian Corporations Act 2001 (Cth) and the New Zealand Financial Advisers Act 2008 respectively. BIMAL is the issuer of financial products and acts as an investment manager in Australia. BIMAL does not offer financial products to persons in New Zealand who are retail investors (as that term is defined in the Financial Markets Conduct Act 2013 (FMCA)). This material does not constitute or relate to such an offer. To the extent that this material does constitute or relate to such an offer of financial products, the offer is only made to, and capable of acceptance by, persons in New Zealand who are wholesale investors (as that term is defined in the FMCA). This material has not been prepared specifically for Australian or New Zealand investors and may contain references to dollar amounts which are not Australian or New Zealand dollars and financial information which are not prepared in accordance with Australian or New Zealand law or practices.
For Other Countries in APAC, this material is issued for Institutional Investors only (or professional/sophisticated/qualified investors, as such term may apply in local jurisdictions) and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, BlackRock funds or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
In Latin America, for Institutional Investors and Financial Intermediaries Only (Not for public distribution). This material is for educational purposes only and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. It is possible that some or all of the funds mentioned in this document have not been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. No information discussed herein can be provided to the general public in Latin America.
In Argentina, only for use with Qualified Investors under the definition as set by the Comisión Nacional de Valores (CNV).
In Chile, the offer of each security not registered with the Comisión para el Mercado Financiero (“CMF”) is subject to General Rule No. 336 issued by the SVS (now the CMF). The subject matter of this offer may include securities not registered with the CMF; therefore, such securities are not subject to the supervision of the CMF. Since the securities are not registered in Chile, there is no obligation of the issuer to make publicly available information about the securities in Chile. The securities shall not be subject to public offering in Chile unless registered with the relevant registry of the CMF.
In Colombia, the offer of each Fund is addressed to less than one hundred specifically identified investors, and such Fund may not be promoted or marketed in Colombia or to Colombian residents unless such promotion and marketing is made in compliance with Decree 2555 of 2010 and other applicable rules and regulations related to the promotion of foreign financial and/or securities related products or services in Colombia.
In Mexico, for institutional investors and financial intermediaries only. Investing involves risk, including possible loss of principal. This material is provided for educational and informational purposes only and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund or security. It is your responsibility to inform yourself of, and to observe, all applicable laws and regulations of Mexico. If any funds, securities or investment strategies are mentioned or inferred in this material, such funds, securities or strategies have not been registered with the National Banking and Securities Commission (Comisión Nacional Bancaria y de Valores, the “CNBV”) and thus, may not be publicly offered in Mexico. The CNBV has not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico, subject to strict rules, and performed under the supervision of the CNBV. BlackRock Mexico, S.A. de C.V., Asesor en Inversiones Independiente (“BLKMX”) is a Mexican subsidiary of BlackRock, Inc., registered with the CNBV as an independent investment advisor under registration number 30088-001-(14085)-20/04/17, and as such, authorized to provide Investment Advisory Services. BlackRock México Operadora, S.A. de C.V., Sociedad Operadora de Fondos de Inversión (“BlackRock MX Operadora” and together with BLKMX, “BlackRock México”) are Mexican subsidiaries of BlackRock, Inc., authorized by the CNBV. For more information on the investment services offered by BlackRock Mexico, please review our Investment Services Guide available in www.BlackRock.com/mx. This material represents an assessment at a specific time and its information should not be relied upon by you as research or investment advice regarding the funds, any security or investment strategy in particular. Reliance upon information in this material is at your sole discretion. BlackRock México is not authorized to receive deposits, carry out intermediation activities, or act as a broker dealer, or bank in Mexico. For more information on BlackRock México, please visit: www.BlackRock.com/mx. Further, BlackRock receives revenue in the form of advisory fees for our mutual funds and exchange traded funds and management fees for our collective investment trusts.
In Peru, this material is for the sole use of Institutional Investors, as such term is defined by the Superintendencia de Banca, Seguros y AFP.
The information provided here is neither tax nor legal advice. Investors should speak to their tax professional for specific information regarding their tax situation. Investment involves risk including possible loss of principal. International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation, and the possibility of substantial volatility due to adverse political, economic or other developments. These risks are often heightened for investments in emerging/developing markets or smaller capital markets.
FOR INSTITUTIONAL, FINANCIAL PROFESSIONAL, PERMITTED CLIENT AND WHOLESALE INVESTOR USE ONLY. THIS MATERIAL IS NOT TO BE REPRODUCED OR DISTRIBUTED TO PERSONS OTHER THAN THE RECIPIENT.
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