Insurance and financial institutions

Insurance companies and financial institutions

BlackRock’s partnership with insurers spans over 25 years and is grounded in our tailored investment and risk management solutions which seek to help our clients navigate an ever-changing investment landscape.
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Why insurance companies and financial institutions partner with BlackRock

Our deep understanding of the financial, accounting and regulatory complexities facing insurance companies is supported by an experienced team of former industry executives, actuaries and seasoned investment professionals across all major asset classes.

Learn more about how insurers partner with BlackRock

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Common questions about our strategies and solutions

  • BlackRock is one of the very few asset managers to offer active and index capabilities globally and at scale on a single platform across equity, fixed income, multi-asset, alternatives and cash with assets under management totaling US$6.84 trillion1

    We believe that portfolio performance lies in well-researched investment ideas and the ability to tap into a variety of alpha sources. Additionally, insurance asset management solutions need to take into account a number of mandate constraints such as those linked to accounting, regulatory, liquidity, income and capital efficiency considerations.

  • Our investment philosophy is based on the following:

    • Understanding each client’s specific objectives, constraints and risk tolerance: portfolio, relationship and product managers partner with each client to design customized investment policies and benchmarks.
    • A value-driven approach to investment: fundamental and quantitative research processes support a framework that allows us to identify value from a top-down and bottom-up perspective.
    • Maximizing upside while minimizing downside risk: invest in diversified themes that seek to deliver total return and income without threatening capital at difficult points in the market cycle.
  • BlackRock’s robust risk management focus and the substantial investment we have made in proprietary analytical systems distinguish our firm. Our proprietary Aladdin® system is a highly scalable investment and risk management platform used by a number of insurers as their primary investment and/or risk management system. BlackRock also provides customized investment accounting services, including regulatory filing preparation.

  • Aladdin allows clients to:

    • Combine sophisticated risk, exposure, and performance analysis with comprehensive portfolio management, trading, compliance, and operations on a single platform.
    • Provide transparency and facilitate informed decision-making, effective risk management, efficient trading and operational scale.
    • Customize investment accounting services and provide regulatory reporting, including Solvency II compliance.
  • As an established leader in insurance asset management, we are experienced working across multiple managers, numerous legal entities and complex portfolio structures to tailor services to meet specialized client requirements. This can include accounting reports under multiple standards including UK GAAP and IFRS, comprehensive custodian reconciliation, performance measurement and relevant data to assist with regulatory reporting/disclosures (i.e. Solvency II, CGT and VAT returns).

Investment perspectives for insurers

The eighth edition of the BlackRock Global Insurance Report features perspectives from leading BlackRock experts on key ways insurance clients can deliver desired outcomes at a total portfolio level.  Read our investment perspectives below to explore more.

Insurance portfolio construction for alternatives
We explore how insurers’ complex liability profiles – and regulatory and accounting constraints – create additional portfolio construction considerations.
Read BlackRock’s views Read BlackRock’s views
Insurance portfolio construction for alternatives

Meet our team

Our insurance practice has more than 270 dedicated specialists globally, of whom 107 are focused on supporting more than 445 relationships in 38 countries from offices across the globe. This is representative of US$227bn managed in unaffiliated general account assets and US$158bn managed in sub-advised assets on behalf of our clients by 34 insurance-dedicated portfolio management professionals 1.

Charles Hatami
Global Head of the Financial Institutions Group
Charles Hatami, Managing Director, is the Global Head of BlackRock's Financial Markets Advisory and Global Head of the Financial Institutions Group.
Read biography
Global Insurance Report 2020:
Insurers see the future
Global insurers share their views on how 2020 is reshaping the industry and their investment approach through digital transformation, redesigned business models, portfolio flexibility for great resilience and the prioritization of sustainability.
Read report Read report
BlackRock's 2020 Global Insurance Report

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