BlackRock

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BlackRock is an Insurance AUM Journal Contributing Manager.

2019 YE — All values in USD billions— Definitions

Firm Information

AUM, Firm Distribution

Insurance GenAcct 3rd PartyInsurance GenAcct AffilInsurance SepAcctAll Other FirmAUMTotal Firm AUM396.33–251.6067,033.37,681.24
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 ClientCount1025013–163328

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 Income––2,315.39
Equities––3,820.33
Total––6,135.72
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