BlackRock

BlackRock is an Insurance AUM Journal Contributing Manager.

2019 YE — All values in USD billionsDefinitions

Firm Information

AUM, Firm Distribution

Insurance GenAcct 3rd PartyInsurance GenAcct AffilInsurance SepAcctAll Other FirmAUMTotal Firm AUM396.33251.6067,033.37,681.24
BlackRock

www.blackrock.com
55 E 52nd Street, New York, NY 10055

Brendan McHugh
Head of Business Development for the Americas Financial Institutions Group
brendan.mchugh@blackrock.com
646-310-1565

Service Offerings & Client Profiles

Insurer Services
Investment Accounting OutsourcingYALM PartneringY
Customized Portfolio ReportingYRegulatory AssistanceY
Insurance Client Web PortalYStrategic Asset Allocation AdviceY
Peer AnalyticsYTactical Asset Alloc / Multi-Asset Portfolio MgtY
Capital Modelling & ManagementYInsurance Client ConferencesY
Income & Cash Flow ProjectionsYESG Specific Products Placed with InsurersY

Client Type Count

Life HealthPropertyCasualtyReinsurance(All Lines)Multi-LineOtherTotal ClientCount1025013163328

Client Relationship Size

<$250mn$250mn – $1bn$1 – $5bn5 – $10bn>$10bn

AUM Summary

3rd Party General Account Public Private Total
Fixed Income318.52513.164331.689
Equities35.99.1645.06
Total354.42522.324376.749
Firm Public Private Total
Fixed Income2,315.39
Equities3,820.33
Total6,135.72
Regions 3P-GA Firm
N America225.5354,796.18
Europe & UK93.3041,887.26
APAC43.771516.762
Offshore29.06768.31
Other4.652161.117

AUM Details

Public Fixed Income 3P-GA Firm
Cash/Short-Term3.893
Governments & Agencies62.375
Corporates163.152
Municipals, Tax-Preferenced13.344
Municipals, Taxable12.039
Securitized – RMBS
Securitized – All Other36.734
Convertibles
High Yield10.417
Bank/Leveraged Loans1.387
CLOs
Emerging Markets – Sovereigns3.497
Emerging Markets – Corporates2.708
Other8.978
Public Equities 3P-GA Firm
Large Cap16.372
Mid Cap
Small Cap0.003
Global Developed Markets
Emerging Markets1.591
Quant/Smart Beta
Mkt Neutral / Long-Short / Liquid Alts
Dividend-Tilt
Passive SMAs
Other17.934
Private Fixed Income 3P-GA Firm
Private Placements – Traditional
Corporate – Middle Market1.454
RE – CMLs
RE – All Other Debt0.616
Infrastructure Debt4.66
Structured5.709
High Yield
Other0.725
Private Equity, Equity Alts 3P-GA Firm
PE / VC3.137
RE Equity0.978
Infrastructure Equity2.16
Hedge Funds2.046
Other0.839

Notes
Traditional private placements are captured in the respective public fixed income sector such as corporates