Investment Consultants

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

Constructing portfolios based on the long-term trends

Thematic investing, is still somewhat an unchartered territory for many, but the confluence of these global megatrends is prompting structural shifts in many industries.

We partnered with a global investment consultant firm on idea generation and constructing multi-theme portfolios which integrated biodiversity, climate change and circular economy themes. These conversations range from portfolio construction and analytics to technology usage and reporting. We held roundtables with Research Consultants, teach-ins with Field Consultants and B2B conversations with senior leaders, portfolio managers and CIOs, to capture the most valuable insights for our analysis.

Developing targeted strategies

Diversified Private Debt (DPD) was developed in partnership with UK investment consultants. Specifically created for UK pension schemes to address their needs for income and diversification, across a variety of global private debt markets.

The strategy provides exposure to a diversified mix of standalone, scaled private debt strategies, through a single solution. This simplified governance structure combines bottom-up selection with top-down strategy allocation and the flexibility to capitalise on market dynamics.

The launch of BlackRock Senior Securitised Fund (BSSF)

Created in close collaboration with BlackRock’s global investment teams, clients and investment consultants, BSSF is BlackRock’s flagship global securitised pooled fund. The Fund was designed to meet the strong demand for Securitised assets from numerous client types, both institutional and wealth, seeking access to diversify their fixed income exposures.

Asset-backed securities are a versatile asset class that can play a wide range of roles in client portfolios. Ranging from allocations in collateral buckets to growth portfolios, as well as those seeking liquid investment strategies that offer favourable risk-reward characteristics.