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.

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Why BlackRock for systematic investing?

BlackRock’s systematic investment platform spans equity, fixed income, and factors-based approaches that combines cutting-edge technology, scientific research, and human insight in the relentless pursuit of investment performance.

Empowered by data & technology

We use vast datasets and technological innovation to find investment insights amidst market complexity.

Guided by science

We vigorously test and validate ideas through a deliberate scientific method to continuously refine and redefine our approach.

Enlighted by experience

We draw on 35 years of experience, augmented by intellectual curiosity and diverse thought, to inform our investment process every step of the way.

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.

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Learn more about systematic investing at BlackRock

Strategies Latest insights ESG integration BlackRock team Academic research

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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.

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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.

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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.

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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.