IBlackRock, Inc. yifemu ephambili yolawulo lotyalo-mali ekurhwetywa ngayo esidlangalaleni ene-$10.01 yetriliyoni ye asethi phantsi kolawulo (“AUM”) nge-31 kaDisemba 2021. Ngokumalunga ne-18,400 abasebenzi kumazwe angaphezu kwama-30 asebenzela abathengi kumazwe angaphezu kwe-100 kwihlabathi liphela, iBlackRock ibonelela ngoluhlu olubanzi lolawulo lotyalo-mali kunye neenkonzo zobuchwepheshe kumaziko nakwiziko. Ivenkile abathengi kwihlabathi jikelele.
Iqonga leBlackRock elahlukileyo lokufuna ialpha, isalathiso kunye nesicwangciso sotyalo-mali lolawulo lwemali kuzo zonke iindidi ze-asethi zenza ukuba iNkampani ilungelelanise iziphumo zotyalo-mali kunye nezisombululo zokwabiwa kwee-asethi kubathengi. Unikezelo lwemveliso lubandakanya iipotfoliyo ze-asethi enye kunye ne-multi-asethi kutyalo-mali kwi-equities, ingeniso esisigxina, iindlela ezizezinye kunye nezixhobo zemarike yemali. Iimveliso zinikezelwa
ngokuthe ngqo kunye nabameli kwiintlobo ngeentlobo zezithuthi, kubandakanywa iimali ezivulekileyo kunye nezivaliweyo, i-iShares® kunye ne-BlackRock exchange-traded funds ("ETFs"), ii-akhawunti ezihlukeneyo, ii-collective trust funds kunye nezinye izithuthi zotyalo-mali ezidibeneyo.
Iprofayile yeBlackRock Inc
I-BlackRock ikwabonelela ngeenkonzo zobuchwepheshe, kubandakanywa iqonga lotyalo-mali kunye nokulawulwa komngcipheko, i-Aladdin®, i-Aladdin Wealth, i-eFront, kunye ne-Cachematrix, kunye neenkonzo zeengcebiso kunye nezisombululo kwisiseko esibanzi sabathengi bolawulo lwamaziko kunye nobutyebi. Inkampani ilawulwa kakhulu kwaye ilawula ii-asethi zabathengi bayo njenge-fiduciary.
IBlackRock isebenzela umxube ohlukeneyo wabathengi bamaziko kunye nabathengisi kwihlabathi liphela. Abaxumi babandakanya amaziko angahlawulelwayo kwirhafu, afana ne-defined benefit kunye ne-defined contribution plans, imibutho yesisa, iziseko kunye neendowments; amaziko asemthethweni, afana nombindi iibhanki, iingxowa-mali zobutyebi obungamileyo, ii-supranationals kunye neminye imibutho karhulumente; amaziko arhafiswayo, kuquka iinkampani zeinshorensi, amaziko emali, amaqumrhu kunye nabaxhasi bengxowa-mali yomntu wesithathu, kunye nabameli bokuthengisa.
I-BlackRock igcina ukuthengiswa okubalulekileyo kwehlabathi kunye nobukho bentengiso egxile ekusekeni nasekugcineni ulawulo lotyalo-mali lwentengiso kunye neziko kunye nobudlelwane benkonzo yeteknoloji ngokuthengisa iinkonzo zayo kubatyali-mali ngokuthe ngqo kunye nobudlelwane bokusasazwa komntu wesithathu, kubandakanywa neengcali zezimali kunye nabacebisi bomhlalaphantsi.
IBlackRock yinkampani ezimeleyo, erhweba esidlangalaleni, engenasabelo sininzi kwaye ngaphezulu kwe 85% yeBhodi yabaLawuli yayo ebandakanya abalawuli abazimeleyo.
Ulawulo lufuna ukuhambisa ixabiso kubaninimasheya ngokuhamba kwexesha, phakathi kwezinye izinto, ukwenza imali kwisikhundla sokhuphiswano esahlukileyo seBlackRock, kubandakanya:
• Ugqaliselo lweNkampani ekusebenzeni olomeleleyo olubonelela ngealpha yeemveliso ezisebenzayo kunye nempazamo elinganiselweyo okanye akukho mkhondo yokulandelela iimveliso zesalathiso;
• Ukufikeleleka kweNkampani kwihlabathi jikelele nokuzibophelela kwezenzo ezizezona zibalaseleyo kwihlabathi jikelele, malunga ne-50% yabasebenzi abangaphandle kwe-United States abasebenzela abathengi ekuhlaleni nokuxhasa amandla otyalo-mali lwasekhaya. Malunga ne-40% ye-AUM iyonke ilawulwa kubathengi abahlala ngaphandle kwe-United States;
• Ububanzi bezicwangciso-qhinga zotyalo-mali lweNkampani, kuqukwa isalathiso esinexabiso lemalike yemalike, izinto, izinto ezisebenzayo, isiseko semveli esisebenzayo, ukukholelwa okuphezulu kwealpha kunye nemveliso engenye enikezela ngemveliso, ephucula isakhono sayo sokulungisa izisombululo zotyalo-mali lwepotifoliyo ukujongana neemfuno ezithile zabaxumi;
• Ubudlelwane bomxumi obahluliweyo beNkampani kunye nokugqalisela kokuthembeka, okuvumela ukuma okusebenzayo ekutshintsheni iimfuno zabaxumi kunye neendlela ezinkulu ezibandakanya utshintsho lwelizwe kwisalathiso sotyalo-mali kunye ne-ETFs, ukukhula kolwabiwo kwiimarike zabucala, imfuno yezicwangciso ezisebenzayo ezisebenza kakhulu, ukwanda kwemfuno yotyalo-mali oluzinzileyo. amaqhinga kunye nezisombululo zeepotfoliyo ezipheleleyo kusetyenziswa isalathiso, imveliso esebenzayo kunye nengekho mthethweni yezinye iindlela; kunye nokugxila okuqhubekayo kwingeniso kunye nomhlalaphantsi; kwaye
• Ukuzibophelela kwexesha elide kweNkampani ekuveliseni izinto ezintsha, kwiinkonzo zobuchwepheshe kunye nophuhliso oluqhubekayo, kunye nokwanda komdla kwiimveliso zobugcisa zeBlackRock nezisombululo, eziquka i-Aladdin, i-Aladdin Wealth, i-eFront, i-Aladdin Climate, kunye neCachematrix. Oku kuzibophelela kwandiswa ngakumbi ngotyalo-mali oluncinci kubugcisa bokusasaza, idatha kunye nezakhono zepotfoliyo ezipheleleyo ezibandakanya i-Envestnet, i-Scalable Capital, i-iCapital, i-Acorns, kunye ne-Clarity AI.
IBlackRock isebenza kwimarike yehlabathi echatshazelwa kukutshintsha kokutshintsha kweemarike kunye nokungaqiniseki kwezoqoqosho, izinto ezinokuchaphazela kakhulu imivuzo kunye nembuyekezo yabaninimasheya kulo naliphi na ixesha.
Amandla eNkampani okunyusa ingeniso, umvuzo kunye nexabiso labanikazi bamasheya ngokuhamba kwexesha kuqikelelwa kubuchule bayo bokuvelisa ishishini elitsha, kubandakanywa ishishini e-Aladdin kunye nezinye iimveliso kunye neenkonzo zobuchwepheshe. Iinzame zeshishini elitsha zixhomekeke kubuchule beBlackRock bokufikelela kwiinjongo zotyalo-mali lwabathengi, ngendlela engqinelana nomngcipheko abawukhethayo, ukunikezela ngenkonzo ebalaseleyo yabathengi kunye nokwenza izinto ezintsha kubuchwephesha bokunceda iimfuno zabathengi.
Zonke ezi nzame zifuna ukuzibophelela kunye negalelo labasebenzi beBlackRock. Ngokufanelekileyo, ukukwazi ukutsala, ukuphuhlisa nokugcina iingcali ezinetalente kubalulekile kwimpumelelo yexesha elide yeNkampani
I-AUM imele uluhlu olubanzi lwee-asethi zemali ezilawulwa kubathengi ngokwengqiqo yolawulo lotyalo-mali kunye nezivumelwano zokuthembana ekulindeleke ukuba ziqhubeke ubuncinane iinyanga ezili-12. Ngokubanzi, ingxelo ye-AUM ibonisa indlela yoqingqo-maxabiso ehambelana nesiseko esisetyenzisiweyo ukumisela ingeniso (umzekelo, ixabiso eliseleyo le-asethi). Ingxelo ye-AUM ayibandakanyi iimpahla apho iBlackRock ibonelela ngolawulo lomngcipheko okanye ezinye iindlela zeengcebiso ezingeyomfuneko, okanye ii-asethi ezigcinwa iNkampani ukuze ilawuleke okwethutyana, okwethutyana.
Imirhumo yolawulo lotyalo-mali idla ngokufunyanwa njengepesenti ye-AUM. IBlackRock ikwafumana imirhumo yokusebenza kwiipotfoliyo ezithile ezinxulumene nebenchmark ekuvunyelwene ngayo okanye umqobo wokubuya. Kwezinye iimveliso, iNkampani nayo inokufumana ingeniso ebolekayo kwizibambiso. Ukongeza, iBlackRock ibonelela ngenkqubo yotyalo-mali ye-Aladdin yobunini kunye nolawulo lomngcipheko, ukukhutshwa kwemisebenzi, iingcebiso kunye nezinye iinkonzo zobuchwepheshe, kubatyali-mali beziko kunye nabameli bolawulo lobutyebi.
Ingeniso yezi nkonzo inokusekwa kwiikhrayitheriya ezininzi ezibandakanya ixabiso lezikhundla, inani labasebenzisi, ukuphunyezwa kokuhamba kunye nokunikezelwa kwesisombululo sesoftware kunye nenkxaso.
NgoDisemba 31, 2021, iyonke i-AUM yayiyi-10.01 yezigidi zezigidi zeedola, emele i-CAGR ye-14% kule minyaka mihlanu idlulileyo. Ukukhula kwe-AUM ngeli xesha kwaphunyezwa ngokudityaniswa kweenzuzo zokubaluleka kokubaluleka kweemarike, ukungena kwenetha kunye nokuthengwayo, kubandakanywa ne-First Reserve Transaction, eyongeze i-$ 3.3 yezigidigidi ze-AUM kwi-2017, impembelelo ye-AUM eseleyo kwi-TCP Transaction, i-Citibanamex Transaction, i I-Aegon Transaction kunye ne-DSP Transaction, eyongeze i-27.5 yeebhiliyoni zeedola ze-AUM ngo-2018, kunye ne-Aperio Transaction, eyongeze i-$ 41.3 yeebhiliyoni ze-AUM ngoFebruwari 2021.
UHLOBO LWECLIENT
IBlackRock isebenzela umxube ohlukeneyo wabathengi bamaziko kunye nabathengisi kwihlabathi liphela, kunye nemodeli yeshishini egxile kwingingqi. I-BlackRock iphakamisa izibonelelo zesikali kulo lonke utyalo-mali lwehlabathi, umngcipheko kunye neqonga letekhnoloji ngelixa kwangaxeshanye isebenzisa ubukho bokusasazwa kwasekhaya ukuhambisa izisombululo kubathengi. Ngaphaya koko, ulwakhiwo lwethu luququzelela ukusebenza kweqela eliqinileyo kwihlabathi liphela kuyo yomibini imisebenzi kunye nemimandla ukuze siphucule amandla ethu okusebenzisa iindlela ezilungileyo zokusebenzela abathengi bethu kwaye siqhubeke nokuphuhlisa.
italente yethu.
Abaxumi babandakanya amaziko angahlawulelwayo kwirhafu, afana ne-defined benefit kunye ne-defined contribution plans, imibutho yesisa, iziseko kunye neendowments; amaziko asemthethweni, afana neebhanki ezingoovimba, iingxowa-mali zobutyebi obuzimeleyo, ii-supranationals kunye namanye amaziko karhulumente; amaziko arhafiswayo, kuquka iinkampani zeinshorensi, amaziko emali, amaqumrhu kunye nabaxhasi bengxowa-mali yomntu wesithathu, kunye nabameli bokuthengisa.
Ii-ETFs ziyinxalenye ekhulayo yazo zombini iipotfoliyo zabaxumi beziko kunye nabathengi. Nangona kunjalo, njengoko ii-ETF zithengiswa kutshintshiselwano, ukungafihli ngokupheleleyo kumxhasi wokugqibela akufumaneki. Ngoko ke, ii-ETFs ziboniswa njengodidi lwabaxumi olwahlukileyo ngezantsi, notyalo-mali kwii-ETF ngamaziko kunye nabathengi bokuthengisa ngaphandle kwamanani kunye neengxoxo kumacandelo abo.
Ivenkile
IBlackRock isebenzela abatyali-zimali abathengisa kwihlabathi jikelele ngokusebenzisa uluhlu olubanzi lwezithuthi kuluhlu lotyalo-mali, kubandakanywa iiakhawunti ezahlukeneyo, iimali ezivulelekileyo nezivaliweyo, iiyunithi zetrasti kunye neengxowa-mali zotyalo-mali zabucala. Abatyali-zimali abathengisayo babonelelwa ngokuyintloko ngabalamli, kubandakanywa abathengisi, iibhanki, iinkampani zetrasti, iinkampani zeinshorensi kunye nabacebisi bezemali abazimeleyo.
Izisombululo zeTekhnoloji, izixhobo zokusasazwa kwedijithali kunye nokutshintshela kulwakhiwo lweepotfoliyo zonyusa inani labacebisi bezemali kunye nabatyali-mali bokugqibela abasebenzisa iimveliso zeBlackRock.
Ivenkile imele i-11% ye-AUM yexesha elide ngo-Disemba 31, 2021 kunye ne-34% yeengcebiso zotyalo-mali zexesha elide kunye neentlawulo zolawulo (ngokuhlangeneyo "iintlawulo ezisisiseko") kunye nengeniso ye-securities ebolekayo ngo-2021. Ii-ETF zinecandelo elibalulekileyo lokuthengisa kodwa ziboniswa ngokwahlukeneyo. ngezantsi. Ngaphandle kwee-ETFs, i-AUM yokuthengisa iqulathe ubukhulu becala iingxowa-mali ezisebenzayo. Iimali ezihlangeneyo ziphelele kwi-841.4 yeebhiliyoni zeerandi, okanye i-81%, yentengiso yexesha elide ye-AUM ekupheleni konyaka, kwaye intsalela ityalwe kwiingxowa-mali zotyalo-mali lwabucala kunye nee-akhawunti ezilawulwa ngokwahlukeneyo. I-82% yokuthengisa ixesha elide i-AUM ityalwe kwiimveliso ezisebenzayo.
ETFs
UBlackRock ungoyena mboneleli we-ETF ohamba phambili kwihlabathi nge-$3.3 yetriliyoni ye-AUM nge-31 kaDisemba, ka-2021, kwaye wenze ingxelo engenileyo ye-305.5 yeebhiliyoni zeerandi ngo-2021. Uninzi lwe-ETF ye-AUM kunye nentsalela yemali engenayo imele iNkampani yokulandelela i-iShares-branded ETFs. Inkampani ikwabonelela ngenani elikhethiweyo lee-ETF ezinophawu lweBlackRock ezifuna ukusebenza ngokungaphaya kunye/okanye iziphumo ezahluliweyo.
Intsalela ye-ETF engeneyo ye-222.9 yeebhiliyoni zeerandi iqhutywe kukuhamba ukuya kwii-ETF ezingundoqo nezizinzileyo, kunye nokuqhubeka nokusetyenziswa kwabathengi be-BlackRock ebanzi esekwe kwi-ETFs yokuchaneka echanekileyo ukubonisa umngcipheko-kwimvakalelo phakathi konyaka. Ingeniso esisigxina ye-ETF engenileyo ye-78.9 yeebhiliyoni zeedola iye yadityaniswa kuzo zonke izityhilelo, ikhokelwe kukungena kwingxowa-mali ekhuselweyo yokunyuka kwamaxabiso, engundoqo kunye neyebhondi kamasipala. Ii-asethi ezininzi kunye nee-ETF ezizezinye zenze igalelo elidityanisiweyo le-3.8 yeebhiliyoni zeerandi zokungena, ikakhulu kulwabiwo olungundoqo kunye neengxowa-mali zemveliso.
I-ETF imele i-35% ye-AUM yexesha elide nge-31 kaDisemba, i-2021 kunye ne-41% yeefizi zexesha elide kunye nezibambiso eziboleka imali ngo-2021.
Isiseko sabathengi bokuthengisa sahluka ngokwejografi, kunye ne-67% ye-AUM yexesha elide elawulwa kubatyali-mali abasekelwe eMelika, i-28% kwi-EMEA kunye ne-5% e-Asia-Pacific ekupheleni konyaka ka-2021.
• Ukungena kwe-US yokuthengisa ixesha elide ye-59.7 yeebhiliyoni zeedola kukhokelwe yi-equity kunye ne-fixed ingeniso yengeniso engenayo ye-24.1 yebhiliyoni kunye ne-20.6 yeebhiliyoni zeedola, ngokulandelelanayo. Ukungena kwe-Equity net kukhokelwe kukukhula kwe-US, itekhnoloji kunye ne-equity franchises zehlabathi. Ukungena kwengeniso ezinzileyo kuye kwahluka-hlukana kuzo zonke izinto ezivezwayo kunye neemveliso, kunye nokuqukuqela okunamandla kokunganyanzelwanga, kumasipala kunye nembuyekezo yebhondi epheleleyo.
Iindlela ezingezinye zokungena kwesambuku se-9.1 yeebhiliyoni zeerandi zaqhutywa kukuhamba ukuya kwiBlackRock Alternative Capital Strategies kunye neemali zeGlobal Event Driven. Ukungena kwesambuku se-asethi ezininzi ezibhiliyoni zeerandi ezi-5.9 kuquka ukuvalwa okuyimpumelelo kwe-2.1 yeebhiliyoni zeerandi zeBlackRock ESG Capital Allocation Trust.
Kwikota yokuqala ka-2021, iBlackRock yavala ukufunyanwa kwe-Aperio, uvulindlela ekwenzeni ngokwezifiso iiakhawunti ezilawulwa ngokwahlukeneyo ("SMA"), ukukhulisa iqonga lobutyebi kunye nokubonelela ngezisombululo zepotfoliyo egcweleyo kubacebisi abanexabiso eliphezulu. . Ukudityaniswa kwe-Aperio kunye ne-BlackRock ekhoyo ye-SMA franchise yokwandisa ububanzi besakhono somntu esikhoyo kubaphathi bobutyebi abavela kwiBlackRock ngokusebenzisa izicwangciso ezilawulwa yirhafu kuyo yonke imiba, izalathiso zentengiso ebanzi, kunye nomtyali-mali wokusiNgqongileyo, iNtlalo, kunye noLawulo (“ESG”) ukhetho kuyo yonke i-asethi. iiklasi.
Kwikota yesithathu ka-2021, iBlackRock yenza utyalo-mali oluncinci kwi-SpiderRock Advisors, umphathi we-asethi owenziwe netekhnoloji ogxile ekuboneleleni ngobuchule bobuchule bokwaleka kweendlela zokwaleka. Inkampani ilindele ukuba olu tyalo-mali longeze isakhono semveliso kwi-Aperio kunye nokuxhasa ukwandiswa kwefranchise ye-SMA eyenzelwe wena.
• Ukungena kwamazwe ngamazwe okuthengiweyo okwexesha elide kwe-42.4 yeebhiliyoni zeerandi kukhokelwe yintsalela yesambuku ye-18.0 yeebhiliyoni zeerandi, ebonisa ukuhamba okunamandla kwiingxowa-mali ezihlangeneyo zesalathiso, kunye nemithombo yethu yendalo kunye nobuchwepheshe obusebenzayo kwi-equity franchise. Ukongeza, ukungena kwesambuku yezabelo zamashishini ezingenanzala emisiweyo kubonise i-1.4 yeebhiliyoni zeerandi eziqokelelwe ekusungulweni kweNkampani yoLawulo lweNgxowa-mali yeBlackRock (“FMC”) kunye neNkampani yoLawulo lwezoButyebi (“WMC”) edibeneyo yaseTshayina.
Ukungena kwengeniso esisigxina ye-14.3 yeebhiliyoni zeerandi iqhutywe kukuhamba kwisalathiso sengeniso esisigxina kunye nezicwangciso zebhondi yase-Asia. Ii-asethi ezininzi ezingenayo ze-6.6 yeebhiliyoni zeedola zikhokelwe yi-ESG kunye nezicwangciso zolwabiwo lwehlabathi. Iingenelo ezizezinye zeedola ezisisi-3.5 seebhiliyoni zibonakalise imfuno yengxowa-mali yeBlackRock yeGlobal Event Driven.
Iziko elisebenzayo i-AUM iphele ngo-2021 nge-1.8 yezigidigidi zeedola, ibonakalisa i-169.1 yeebhiliyoni zeerandi ezingenayo, iqhutywa ngamandla abanzi kuzo zonke iindidi zeemveliso, inkxaso-mali yegosa eliyintloko lotyalo-mali eliphuma ngaphandle ("OCIO") kunye nokukhula okuqhubekayo kumhla ekujoliswe kuwo weLifePath®. franchise.
Iindlela ezizezinye zokungena kwe-15.8 yeebhiliyoni zeedola zikhokelwe kukungena kwityala labucala, iziseko ezingundoqo, izindlu nomhlaba kunye nezabelo zabucala. Ngaphandle kwembuyekezo yemali eyinkunzi kunye notyalo-mali lwe-8.3 yeebhiliyoni zeerandi, ezinye iingeniso ezizezinye bezizibhiliyoni zeerandi ezingama-24.1. Ukongeza, u-2021 yayingomnye unyaka owomeleleyo wokunyusa ingxowa-mali kwezinye iindlela ezingafanelekanga.
Ngo-2021, uBlackRock unyuse irekhodi yeebhiliyoni ezingama-42 zeerandi zenkunzi yabathengi, ebandakanya ukungena kwentsalela kunye nezibophelelo ezingezizo intlawulo eziphakanyisiweyo. Ekupheleni konyaka, iBlackRock yayinemali emalunga ne-36 yeebhiliyoni zeerandi ezizibophelele ekuzibopheleleni ukuba ziyithumele kubathengi bamaziko, engaqukwanga kwi-AUM. I-Institutional active imele i-19% ye-AUM yexesha elide kunye ne-18% yeefizi zexesha elide kunye nezibambiso eziboleka imali kwi-2021.
Isalathiso seziko i-AUM iphelele kwi-3.2 yezigidi zezigidi zeedola ngo-Disemba 31, 2021, ebonisa i-117.8 yeebhiliyoni zeerandi zokuphuma eziquka i-58 yeebhiliyoni zeerandi zomrhumo ophantsi kwikota yesibini. Ukuphuma kwe-Equity ye-169.3 yeebhiliyoni zeedola kwakhona kubonise abathengi abahlengahlengisa iipotfoliyo emva kweenzuzo ezibalulekileyo zemalike ye-equity, okanye ukutshintshwa kwe-asethi ngobuchule kwingeniso esisigxina kunye nemali. Ukungena kwengeniso esisigxina ye-52.4 yeebhiliyoni zeedola kuqhutywa yimfuno yezisombululo zotyalo-mali oluqhutywa luxanduva.
Isalathisi seziko simele i-35% ye-AUM yexesha elide kunye ne-7% yeefizi zexesha elide kunye nezibambiso eziboleka imali kwi-2021.
Abaxumi bamaziko eNkampani baquka oku kulandelayo:
• Ipenshini, iZiseko kunye neeMpahla. UBlackRock uphakathi kwabalawuli abakhulu behlabathi bezicwangciso zomhlalaphantsi ezine-3.2 yeetriliyoni zeerandi, okanye i-65%, ye-AUM yexesha elide elawulwa ngenzuzo echaziweyo, igalelo elichaziweyo kunye nezinye izicwangciso zomhlalaphantsi.
amaqumrhu, oorhulumente kunye neemanyano zabasebenzi nge-31 kaDisemba, 2021. Ubume bemarike buyaqhubeka ukusuka kwinzuzo echaziweyo ukuya kwigalelo elichaziweyo, kwaye ijelo lethu legalelo elichaziweyo limele i-1.4 yetriliyoni yepension ye-AUM iyonke. IBlackRock ihleli ikwimeko entle yokwenza imali kwinguquko eqhubekayo yentengiso yegalelo echaziweyo kunye nemfuno yotyalo-mali olujolise kwiziphumo.
I-96.0 yeebhiliyoni eyongezelelweyo, okanye i-2%, ye-AUM yexesha elide yeziko yalawulwa kwabanye abatyali-mali abangahlawuliswa irhafu, kubandakanywa imibutho yesisa, iziseko kunye ne-endowments.
• Amaziko asemthethweni. IBlackRock ilawule i-316.4 yeebhiliyoni zeerandi, okanye i-7%, ye-AUM yexesha elide yamaziko asemthethweni, kubandakanywa iibhanki ezingoovimba, iingxowa-mali zobutyebi obuzimeleyo, ii-supranationals, amaqumrhu ahlukeneyo kunye namasebe karhulumente kunye nee-arhente ekupheleni konyaka ka-2021.
Aba bathengi bahlala befuna iingcebiso zotyalo-mali ezikhethekileyo, ukusetyenziswa kwemilinganiselo elungiselelweyo kunye nenkxaso yoqeqesho.
• Izimali kunye namanye amaziko. I-BlackRock ngumphathi ozimeleyo ophezulu wee-asethi zeenkampani ze-inshurensi, ezibalelwa kwi-507.8 yeebhiliyoni zeedola.
Ii-asethi ezilawulwa kwamanye amaziko arhafiswayo, kubandakanywa amaqumrhu, iibhanki kunye nabaxhasi bengxowa-mali bomntu wesithathu apho iNkampani ibonelela ngeenkonzo zokucebisa, ifikelele kwi-797.3 yeebhiliyoni zeerandi, okanye i-16%, ye-AUM yexesha elide yeziko ekupheleni konyaka.
Ukunikezelwa kwemveliso yexesha elide kubandakanya ukufuna i-alpha esebenzayo kunye nezicwangciso zesalathisi. Izicwangciso zethu ezisebenzayo zokukhangela i-alpha zifuna ukufumana imbuyekezo enomtsalane ngaphezulu komgangatho wemarike okanye umqobo wokusebenza ngelixa sigcina iprofayile yomngcipheko efanelekileyo kwaye siphakamisa uphando olusisiseko kunye neemodeli zobungakanani ukuqhuba ukwakhiwa kweepotfoliyo. Ngokwahlukileyo, izicwangciso zesalathiso zifuna ukulandelela ngokusondeleyo imbuyekezo yesalathiso esihambelanayo, ngokubanzi ngokwenza utyalo-mali kwizibambiso ezifanayo ezingaphantsi kwesalathiso okanye kwiseti yezo zibambiso zikhethiweyo ukuqikelela umngcipheko ofanayo kunye nokubuyisela iprofayili yesalathiso. Izicwangciso zesalathisi
zibandakanya zombini iimveliso zethu ezingezizo eze-ETF zesalathiso kunye nee-ETF.
Nangona abathengi abaninzi basebenzisa iindlela ezisebenzayo zokukhangela ialpha kunye nesalathiso, ukusetyenziswa kwezi zicwangciso kunokwahluka. Umzekelo, abathengi banokusebenzisa iimveliso zesalathiso ukuze bafumane ukuvezwa kwimarike okanye kwiklasi ye-asethi okanye bangasebenzisa indibaniselwano yezicwangciso zesalathisi ukujolisa kwimbuyekezo esebenzayo. Ukongeza, izabelo zesalathisi ezingezizo ze-ETF zikholisa ukuba zikhulu kakhulu (iibhiliyoni ezininzi zeedola) kwaye zidla ngokubonisa amaxabiso aphantsi entlawulo. Ukuhamba okushiyekileyo kwiimveliso zesalathiso seziko ngokubanzi kunempembelelo encinci kwingeniso yeBlackRock kunye nemivuzo.
Equity Year-end 2021 equity AUM iphelele kwi $5.3 yetriliyoni, ebonisa ukungena kwesambuku se-$101.7 yebhiliyoni. Ukungena okuseleyo kuquke i-222.9 yeebhiliyoni zeedola kunye ne-48.8 yeebhiliyoni zeedola kwii-ETF kwaye iyasebenza, ngokulandelelana, ithotywe ngokuyinxenye yi-non-ETF yesalathiso esiphumayo se-170.0 yeebhiliyoni zeedola. Rekhoda ukungena kwentsalela yesambuku esebenzayo yaqhutywa luhambo oluya kuhlumo lwase-US, itekhnoloji kunye ne-franchise ye-equities esisiseko yehlabathi, kunye nokuhamba kwizicwangciso zobungakanani.
Amaxabiso asebenzayo eBlackRock ayaguquguquka ngenxa yotshintsho kumxube we-AUM. Malunga nesiqingatha se-Equity yeBlackRock i-AUM ibotshelelwe kwiimarike zamazwe ngamazwe, kuquka iimarike ezikhulayo, ezithande ukuba namazinga aphezulu entlawulo kuneendlela zokulingana zaseMelika. Ngokunjalo, ukuguquguquka kwiimarike zezabelo zamazwe ngamazwe, ezinokungasoloko zihamba kunye neemarike zase-US, zinempembelelo enkulu kwingeniso ye-equity yeBlackRock kunye nezinga lomrhumo olusebenzayo.
I-Equity imele i-58% ye-AUM yexesha elide kunye ne-54% yeentlawulo ezisisiseko zexesha elide kunye ne-securities ebolekisa ingeniso ye-2021. Ingeniso eqingqiweyo i-AUM iphele ngo-2021 kwi-2.8 yezigidigidi zeedola, ebonisa ukungena kwe-230.3 yeebhiliyoni zeedola. Ukungena okugcweleyo kubandakanya i-94.0 yeebhiliyoni zeedola, i-78.9 yeebhiliyoni zeedola kunye ne-57.4 yeebhiliyoni zeedola ezisebenzayo, ii-ETF kunye ne-non-ETF index, ngokulandelelanayo. Rekhoda ingeniso esisigxina esebenzayo ye-94.0 yeebhiliyoni zeerandi ibonise inkxaso-mali yesigunyaziso esibalulekileyo sengeniso esisigxina kwikota yesine, kunye nokuqukuqela okunamandla kokunganyanzelwanga, kumasipala, imbuyekezo iyonke kunye ne-Asia yebhondi.
Ingeniso esisigxina imele i-30% ye-AUM yexesha elide kunye ne-26% yeefizi zexesha elide kunye nezibambiso eziboleka imali ngo-2021.
Ii-Asethi ezininzi
IBlackRock ilawula iindidi ngeendidi zee-asethi ezilungeleleneyo zemali kunye nezigunyaziso ezibekiweyo zesiseko sabathengi abahlukeneyo abasebenzisa ubuchwephesha bethu botyalo-mali olubanzi kwi-equity yehlabathi, iibhondi, iimali kunye nempahla yorhwebo, kunye nobuchule bethu obukhulu bolawulo lomngcipheko. Izisombululo zotyalo-mali zinokubandakanya indibaniselwano yeepotfoliyo ezihlala ixesha elide kuphela kunye notyalo-mali olulolunye kunye nolwandiso lokwabiwa kwee-asethi ngobuchule.
I-Multi-asethi imele i-9% ye-AUM yexesha elide kunye ne-10% yeefizi zesiseko sexesha elide kunye ne-securities yokuboleka imali kwi-2021.
Ukungena kwesambuku se-asethi ezininzi kubonise imfuno eqhubekayo yeziko yengcebiso yethu esekwe kwizisombululo kunye ne-83.0 yeebhiliyoni zeedola zengeniso evela kubathengi beziko. Izicwangciso zegalelo ezichaziweyo zabathengi beziko zihlala zingumqhubi obalulekileyo wokuhamba kwaye zifake i-53.5 yeebhiliyoni zeerandi ekungeneni kwesambuku se-asethi ezininzi ngo-2021, ngokuphambili kumhla ekujoliswe kuwo kunye nemveliso yomngcipheko ekujoliswe kuyo.
Izicwangciso zeNkampani zempahla ezininzi ziquka oku kulandelayo:
• Umhla ekujoliswe kuwo kunye neemveliso zomngcipheko ekujoliswe kuzo zenze ukungena kwesambuku ezingama-30.5 eebhiliyoni zeedola. Abatyali-zimali bamaziko bamele i-90% yomhla ekujoliswe kuwo kunye nomngcipheko ekujoliswe kuwo kwi-AUM, kunye nezicwangciso zegalelo ezichaziweyo ezimele i-84% ye-AUM. Ukuqukuqela kuqhutywa ngumnikelo ochaziweyo
utyalo-mali kwi-LifePath yethu enikezelayo. Iimveliso ze-LifePath zisebenzisa imodeli yokwaleka kwe-asethi esebenzayo efuna ukulinganisa umngcipheko kunye nembuyekezo kwi-horizon yotyalo-mali ngokusekelwe kwixesha elilindelekileyo lomtyali-mali lomhlalaphantsi. Utyalo-mali olusisiseko
zimveliso zesalathiso.
• Ulwabiwo lwe-asethi kunye neemveliso ezilungeleleneyo zenze i-37.2 yeebhiliyoni zeerandi ezingenayo. Ezi zicwangciso zidibanisa i-equity, ingeniso esisigxina kunye namanye amacandelo abatyali-mali abafuna isisombululo esilungiselelwe ngokumalunga nomlinganiselo othile kunye nohlahlo lwabiwo-mali lomngcipheko. Kwi
kwiimeko ezithile, ezi zicwangciso zifuna ukunciphisa umngcipheko ophantsi ngokwahlukana, amaqhinga okuphuma kunye nezigqibo zokwabiwa kwe-asethi ngobuchule.
Iimveliso ze-Flagship ziquka i-Global Allocation kunye ne-Multi-Asset Income fund iintsapho.
• Iinkonzo zolawulo lweFiduciary zizigunyaziso ezintsonkothileyo apho abaxhasi besicwangciso somhlalaphantsi okanye i-endowments kunye neziseko zigcina iBlackRock ukuba ithathe uxanduva lweminye okanye yonke imiba yolawulo lotyalo-mali, rhoqo uBlackRock esebenza njengegosa eliyintloko lotyalo-mali eliphuma ngaphandle. Ezi nkonzo zilungelelanisiweyo zifuna intsebenziswano eyomeleleyo nabasebenzi botyalo-mali lwabathengi kunye nabaphathiswa ukuze kulungiswe iindlela zotyalo-mali ukuhlangabezana nohlahlo lwabiwo-mali olujongene nomngcipheko kunye neenjongo zembuyekezo. Ukungena kwe-fiduciary ye-30.1 yeebhiliyoni zeedola kubonise inkxaso-mali yemisebenzi emininzi ebalulekileyo ye-OCIO.
ezinye iindlela
Iindlela ezizezinye zeBlackRock zijolise ekufumaneni nasekulawuleni utyalo-mali oluphezulu lwe-alpha ngonxulumano oluphantsi kwiimarike zikawonke-wonke kunye nokuphuhlisa indlela epheleleyo yokujongana neemfuno zabaxumi kwezinye iindlela zotyalo-mali.
Iimveliso ezizezinye zenkampani ziwela kwiindidi ezintathu eziphambili - 1) ezinye iindlela ezingekho mthethweni, 2) ezinye izinto zolwelo, kunye ne-3) imali kunye neemveliso. Iindlela ezizezinye zibandakanya ukunikezelwa kwezinye izisombululo, ukulingana kwabucala, amathuba angenelelayo kunye nekhredithi, umhlaba kunye neziseko zophuhliso. Ezinye iindlela zolwelo zibandakanya iminikelo kwiingxowa-mali ezithe ngqo kunye nezisombululo zengxowa-mali (iimali zeemali).
Ngo-2021, ezinye iindlela zolwelo kunye nezingekho mthethweni zenze i-27.4 yeebhiliyoni zeerandi ezidityanisiweyo zokungena, okanye i-36.6 yeebhiliyoni zeedola ngaphandle kwembuyekezo yemali eyinkunzi/utyalo-mali lwe-9.2 yeebhiliyoni zeedola. Abona banegalelo elikhulu kwimbuyekezo yemali eyinkunzi/yotyalo-mali ibe ngamaqhinga athatha amathuba namatyala, izisombululo zezabelo zabucala kunye neziseko zophuhliso. Ukungeniswa okushiyekileyo kuqhutywa ziingxowa-mali ezithe ngqo, izabelo zabucala, iziseko ezingundoqo kunye nobuchule obungenelelayo kunye namatyala.
Ekupheleni konyaka, iBlackRock yayinemali emalunga ne-36 yeebhiliyoni zeerandi ezingahlawulwanga, ezingaxhaswanga, izibophelelo ezingatyalwanga, ezilindeleke ukuba zisetyenziswe kwiminyaka ezayo; ezi zibophelelo azifakwanga kwi-AUM okanye zihamba de zibe zihlawulwe. Imali kunye neemveliso zibone i-1.6 yeebhiliyoni zeerandi zokungena, ngokukodwa kwii-ETF zempahla.
UBlackRock ukholelwa ukuba njengoko ezinye iindlela zisiya ziqhelekile kwaye abatyali-mali baziqhelanisa nezicwangciso zabo zokwabiwa kwee-asethi, abatyali-mali baya kwandisa ngakumbi ukusebenzisa kwabo utyalo-mali olulolunye ukuxhasa iindawo ezingundoqo. Ishishini leBlackRock elahluke kakhulu likwimeko entle yokuqhubeka nokuhlangabezana nemfuno ekhulayo evela kubatyali-zimali bamaziko kunye nabentengiso. Iindlela ezizezinye zimele i-3% ye-AUM yexesha elide kunye ne-10% yeefizi zexesha elide kunye nezibambiso eziboleka ingeniso
2021.
Iindlela Ezingeyomfuneko
Iindlela ezizezinye zeNkampani ezichasene nemithetho zibandakanya oku kulandelayo:
• Ezinye izisombululo zimele iipotifoliyo ezilungelelanisiweyo zotyalo-mali olulolunye. Ngo-2021, ezinye iipotfoliyo zezisombululo zazine-6.0 yeebhiliyoni zeedola kwi-AUM, kunye ne-1.4 yeebhiliyoni zeerandi ezingenayo.
• UBulungisa baBucala kunye neThuba liquke i-AUM ye-19.4 yeebhiliyoni zeedola kwizisombululo zezabelo zabucala, i-$19.3 yeebhiliyoni ekuboneleleni ngamathuba namatyala, kunye ne-$3.5 yebhiliyoni kwi-Long Term Private Capital (“LTPC”). Ukungena kwesambuku se-9.1 yeebhiliyoni zeedola kwi-equity yabucala kunye nezicwangciso ezingenelelayo zibandakanya i-6.3 yeebhiliyoni zeerandi ezingenayo ingeneyo ekuboneleleni ngamathuba kunye namatyala kunye ne-2.8 yeebhiliyoni zeerandi ezingenayo kwizisombululo zezabelo zabucala.
• I-Real Assets, equka iziseko ezingundoqo kunye nezindlu nomhlaba, iphelele kwi-54.4 yeebhiliyoni zeerandi kwi-AUM, ebonisa ukungena kwesambuku se-5.7 yeebhiliyoni zeedola, ekhokelwa kukunyuswa kwezakhiwo kunye nokusasazwa.
Iindlela ezizezinye zolwelo
Iimveliso ezingezinye zemveliso zolwelo zeNkampani ezingene kwintsalela yeebhiliyoni zeedola ezili-11.3 zibonise ukungena kwesambuku se-10.0 yeebhiliyoni zeedola kunye ne-1.3 yeebhiliyoni zeedola ukusuka kwizicwangciso zengxowa-mali ye-hedge ngqo kunye nezisombululo ze-hedge fund, ngokulandelelanayo. Izicwangciso ze-hedge fund ezithe ngqo zibandakanya iintlobo ngeentlobo zeminikelo eyodwa kunye nezicwangciso ezininzi.
Ukongeza, iNkampani ilawula i-103.9 yeebhiliyoni zeerandi kubuchule bokuthenga ngetyala obukhoyo obuqukwe kumvuzo osebenzayo osisigxina.
Imali kunye neeMpahla
Imali yeNkampani kunye neemveliso zorhwebo ziquka uluhlu lweemveliso ezisebenzayo kunye nezalathiso. Iimveliso zemali kunye neemveliso zine-1.6 yeebhiliyoni zeedola zokungena, ngokuyintloko ziqhutywa yi-ETFs. Iimveliso zorhwebo ze-ETF zimele i-65.6 yeebhiliyoni zeedola ze-AUM kwaye azifanelanga ukuba zihlawulelwe ukusebenza.
Ulawulo lweMali
Ulawulo lwemali i-AUM ifikelele kwi-755.1 yeebhiliyoni zeerandi ngoDisemba 31, 2021, ebonisa irekhodi le-94.0 yeebhiliyoni zeerandi ezingenayo. Iimveliso zolawulo lwekheshi ziquka iimali zemarike ezirhafiswayo nezingahlawuli rhafu, iingxowa-mali zotyalo-mali zexesha elifutshane kunye nee-akhawunti ezilungiselelwe ngokwahlukileyo. Iipotfoliyo zenziwa ngeedola zaseMelika, iidola zaseKhanada, iidola zaseOstreliya, iiEuro, iiFrancis zaseSwitzerland, iiDola zaseNew Zealand okanye iiponti zaseBritane. Ukukhula olomeleleyo kulawulo lwemali kubonakalisa impumelelo yeBlackRock ekuxhaseni isikali kubathengi kunye nokuzisa ukuhanjiswa kwedijithali okutsha kunye nezisombululo zolawulo lomngcipheko.
UBlackRock ngoku ngokuzithandela urhoxisa inxalenye yemali yolawulo kwiimali ezithile zemarike yemali ukuqinisekisa ukuba bagcina ubuncinci bengeniso yotyalo-mali yosuku. Ngo-2021, oku kurhoxiswa kuye kwakhokelela ekuthotyweni kwemirhumo yolawulo emalunga nezigidi ezingama-500 zeerandi, nto leyo eyathi yahlawulwa ngokuyinxenye kukuthotywa kweendleko zokusasazwa kweBlackRock kunye neenkonzo ezihlawulwe kubameli bezemali. I-BlackRock ibonelele ngenkxaso yokuzithandela yokunikezelwa kwenkxaso kumaxesha angaphambili kwaye inokunyusa okanye inciphise inqanaba lokuxhaswa kwenkxaso yesivuno kwixesha elizayo. Ngolwazi oluthe vetshe jonga iNqaku 2, Kubalulekile Accounting Imigaqo-nkqubo, kumanqaku kwiingxelo zemali ezidityanisiweyo ezibandakanywe kwiCandelo II, inqaku lesi-8 kolu fayili.
