BlackRock

Services Provided

  • Discretionary
  • Execution

Location

  • 1 UK Location

Investment

  • Investment Manager
  • Founded 1988

Pooled Accounts

  • Minimum Account £5K
  • Assets Under Management £1.41B
  • Number Of Clients 3000

Segregated Accounts

  • Minimum Account £30M
  • Assets Under Management £2.13B
  • Number Of Clients 47

About BlackRock

BlackRock is a premier provider of global investment management services and one of the leading charity managers in the UK. BlackRock manages over £25 billion for charities and endowments worldwide including over £4.5 billion in the UK, with over 3000 clients, the vast majority of whom are invested in our pooled funds. We have a dedicated team of charity relationship managers and over 30 years’ experience in managing charity and endowment portfolios. As at 30 June 2019, BlackRock managed a total of £5.37 trillion across equity, fixed income, alternatives, multi-asset and cash management strategies for institutional and retail clients.

Latest Articles

Our Philosophy

Our dedicated team aims to give every charity the support they need to flourish, and therefore provides a variety of investment styles. We offer:
- Seven charity-specific investment funds
- Active and passive solutions, including iShares ETFs
- A breadth of strategies with a focus on environmental, social and governance criteria
- Individual portfolio management for larger charities

Our multi-asset offering: In 2019 we launched our Charities Growth & Income (CGI) Fund, our flagship sustainable multi-asset fund, to address the desire for diversified and cost-effective long-term investments amongst UK Charities. Alongside our other two multi-asset CAIFs, BlackRock has over 15-years’ experience in managing multi-asset pooled funds for UK charities.

The CGI Fund: Similar to our other charity-specific funds, the CGI Fund has a long-term investment philosophy, which aims to target real growth in both capital and income in the long-term. The investment team employ BlackRock’s broad and deep investment platform to deliver strong risk-adjusted returns for our clients.

Sustainable Investing: We believe that incorporating Environmental, Social and Governance (ESG) considerations into our investment process is important to both choose long-term sustainable companies and represent the ethical stance of many of our UK charities.

Value-for-money: We are focused on value-for-money for our charity investors and aim to keep the total cost of owning our funds low. We believe that our Annual Management Charges (AMC) are competitive, and we are transparent in the way in which we take fees.

Reporting: in addition to regular reporting, we run several events throughout the year for our clients to meet and hear from portfolio managers, offering an efficient and effective service proposition. Please email [email protected] to sign up to our events.