Combining global investment expertise, portfolio construction capabilities and customized analytics to help institutional investors optimize asset allocation, manage risk and achieve investment objectives.
Client Solutions Group
Custom insights and solutions developed for you
Leveraging the power of Aladdin® and the breadth of BlackRock’s global investment platform, we collaborate with clients to address your most pressing enterprise and investment concerns:
- Peer study: Evaluate positioning relative to industry peers
- Portfolio diagnostic: Assess risk/return portfolio profiles
- Strategic asset allocations: Optimize based on portfolio objectives
- Liquidity management: Balance long-term growth with liquidity needs
- Scenario testing: Prepare for various market environments
Our services are tailored for corporate and public pensions, Taft-Hartley and multi-employer plans, investment consultants, family offices, foundations and endowments, healthcare systems, insurers and nuclear decommissioning trusts (NDTs).
Peer study & portfolio benchmarking for institutional investors
BlackRock’s peer studies leverage deep industry data, portfolio analytics and scenario testing to help institutions identify risks, evaluate asset allocation decisions and strengthen investment governance.
Public pensions
Draw on insights from 150+ U.S. public pension plans to understand how peers are positioning portfolios and managing funded status.
- Benchmark portfolio positioning: Compare asset allocation, funded status and return assumptions against relevant public pension peers.
- Evaluate portfolio risk: Analyze risk exposures and funding scenarios to understand how investment decisions may impact long-term funding objectives.
Corporate pensions
Based on 500+ U.S. defined benefit plans, gain perspective to understand how peers are managing liabilities and funding obligations.
- Assess funded status and positioning: Compare funded status, asset allocation and expected returns across relevant corporate pension peers.
- Align assets with liabilities: Explore how pension risk management, asset-liability alignment and portfolio construction can help meet evolving plan obligations.
Healthcare systems
Draw on insights from nearly 100 healthcare systems to understand how peers are managing investment portfolios alongside organizational priorities and capital needs.
- Benchmark portfolio positioning: Compare asset allocation, liquidity profiles and portfolio risk with other healthcare systems.
- Align investments with enterprise objectives: Explore how portfolio objectives can support operating needs, capital spending and long-term organizational goals.
Endowments
Based on 50+ endowments and NACUBO cohorts, understand how peers are constructing portfolios to support spending needs and long-term mission objectives.
- Compare portfolio construction: Evaluate asset allocation, diversification and risk positioning relative to similar endowments and NACUBO cohorts.
- Test long-term resilience: Assess how different market environments may impact return potential, spending stability and capital preservation.
Latest publications
Beyond full funding
By BlackRock
As many corporate pension plans in our study reach stronger funded levels, focus is shifting. BlackRock’s Corporate Pension themes discuss investments and plan oversight, along with four actions we believe can help improve outcomes.
Innovating and evolving for a new era in healthcare
By BlackRock
Faced with mounting operational pressures and a shifting demographic and labor landscape, healthcare systems are being forced to rethink how their investment portfolios support long-term resilience.
How should endowments react to the new tax law?
By Patrick Geddes
Learn more about how the new tax bill impacts endowments.
Meet the Client Solutions Group
Calvin Yu, CFA
Head of BlackRock Client Solutions Group
Angela Zhang, CFA, CAIA
Head of U.S. Client Solutions Group
Cindy Shimoide
Head of Latin America Client Solutions Group
