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.

Contact our team Contact our team

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.

Download now Download now

Learn more about systematic investing at BlackRock

Strategies Latest insights ESG integration BlackRock team Academic research

Paragraph-2,Image-1,Image-2,Image-3

Featured Article-1,Paragraph-3,Dynamic Article List-1,Image Cta-3,Eloqua Form-1

Paragraph-4,Image-4

Paragraph-5,Bio-1

Paragraph-6,Dynamic Article List-2

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.

Explore BlackRock's equities platform Explore BlackRock's equities platform

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.

Discover fixed income at BlackRock Discover fixed income at BlackRock

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.

Learn more about alternative investments Learn more about alternative investments

Decoding the Markets Webcasts

Join us for our quarterly Decoding the Markets Webcast where Blackrock Systematic experts apply a data-driven lens to help navigate the current market landscape.

View the latest Decoding the Markets Webcast View the latest Decoding the Markets Webcast

WATCH REPLAYS

Latest systematic investing insights

More articles loaded. Use Shift+Tab keys to browse.

Subscribe to BlackRock’s systematic investing insights

Please try again

First name *

Please enter a valid first name

Last name *

Please enter a valid last name

Organization type *

This field is mandatory

Organization

This field is mandatory

Title

This field is mandatory

Business email *

Please enter a valid email

Location *

This field is mandatory

Thank you for subscribing!

You'll be the first to receive BlackRock's latest thought leadership and investment ideas to your inbox. In the meantime, explore our website to read insights on the markets, portfolio design and more.

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.