BlackRock Financial Management, Inc.

BlackRock Financial Management, Inc.

BlackRock Financial Management, Inc.

Overview
Date Founded

1994

Headquarters

55 East 52nd Street,New York, NY 10055-0002

Type of Company

Private

Employees (Worldwide)

4,147

Industries

Investment Services & Portfolio Management

Company Description

BFM utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. BFM's equity platform includes a broad range of products that vary according to investment style (active, scientific and passive management), market-cap (small-, mid-, small/mid-, large- and all-cap), and geography (global, international and regional). The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing.

Contact Data
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Executives & Employees

Chairman & Chief Executive Officer

President

Chief Financial Officer

Chief Operating Officer

General Counsel & Chief Legal Officer

Chief Compliance Officer

Lead Portfolio Manager

Managing Director & Lead Portfolio Manager

Managing Director & Head of Short Duration

MD & Global Head of Investment Grade Credit

Board of Directors

Co-Founder at BlackRock, Inc.

Chief Financial Officer at BlackRock, Inc.

Chief Operating Officer & Senior Managing Director at BlackRock, Inc.

Managing Director & Senior Product Strategist at BlackRock Financial Management, Inc.

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Recent Transactions
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BlackRock, Inc., Blackrock Realty Advisors, Inc purchase Londonmetric Property Plc /Odeon Multiplex Cinema from London and Stamford Property Plc

Advisors & Consultants
Custodian

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

Custodian

State Street Corp. operates as a financial holding company. It conducts business primarily through State Street Bank. The company operates through following business lines: Investment Servicing and Investment Management. The Investment Servicing business offers custody, product and participant-level accounting, daily pricing and administration, master trust and master custody, record-keeping, cash management, foreign exchange, brokerage and other trading services, securities finance, deposit and short-term investment facilities, loans and lease financing, investment manager and alternative investment manager operations outsourcing, and performance, risk and compliance analytics. The Investment Management business provides services through State Street Global Advisors, which provides a broad array of investment management, investment research and investment advisory services to corporations, public funds and other sophisticated investors. It offers strategies for managing financial assets, including passive and active, such as enhanced indexing, using quantitative and fundamental methods for both the U.S. and global equities and fixed-income securities. The company was founded in 1969 and is headquartered in Boston, MA.

Custodian

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the Investment Services and Investment Management segments. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Legal Advisor

Partner at Osler, Hoskin & Harcourt LLP

Legal Advisor

Partner at Osler, Hoskin & Harcourt LLP

Legal Advisor

Skadden, Arps, Slate, Meagher & Flom LLP

Clients

CalSTRS is administered by a 12-member Teachers' Retirement Board. The objectives of the firm’s investment committee are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

CalPERS’ assets are managed by the CalPERS Board of Administration. CalPERS invests across a range of asset classes including global equity, private equity, fixed-income, real estate, infrastructure, forest land, inflation-linked bonds, liquidity and trust level. Strategies are managed both internally and through external managers. CalPERS' Global Equity Strategy is responsible for CalPERS investments in securities traded in global public equity markets, including in-house management of index-oriented and active strategies, externally managed active strategies, the Multi-Asset Class Partners Program, and active strategies run by emerging managers (Global Equity Emerging Manager Program). Global Equity is the principal asset class providing growth exposure in the strategic asset allocation. CalPERS Income Strategy primarily consists of US and international fixed income strategies. CalPERS' inflation-linked asset class is made up of two main asset types: commodities (including commodity futures, forwards, swaps, structured notes, and options) and inflation-linked bonds. Forestland investments are long-term investments. The return drivers include biological growth, timber prices, and land values. Forestland targets investments within the timber and agriculture sectors. CalPERS' Liquidity Strategy consists of highly liquid short-term securities with maturities of less than 10 years. Real Estate strategy focuses on US core assets with moderate leverage. CalPERS' Trust Level Portfolio Management Program (TLPM) is responsible for delivering targeted, risk-adjusted, total fund level investment returns over the long-term, anchored by the belief that strategic asset allocation is the dominant determinant of portfolio risk and return.

Jewish Communal Fund provides public charity serving the philanthropic community of Greater New York through donor-advised funds, the Jewish Communal Fund offers individuals and families. The company was founded by Herbert M. Singer in 1972 and is headquartered in New York, NY.

Non-Profit Donations & Grants
$5,000 - $10K
2018
$500 - $999
2018
Investments
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Houghton Mifflin Harcourt Co. engages in the provision of pre-K-12 education solutions, delivering content, technology, services, and media. It operates through the Education and HMH Books & Media. The Education segment provides educational products, technology platforms and services. The segment primarily develops, markets and sells consumer books in print and digital formats and licenses book rights to other publishers and electronic businesses. The company was founded in 1832 and is headquartered in Boston, MA.

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Cardean Learning Group LLC provides management and administrative consulting and technical services to not-for-profit, profit, and education sectors. It offers advice and assistance services relating to the marketing, recruitment, and enrollment management of new students. It engages in the implementation and maintenance of various accounting and administrative records, procedures, development and maintenance of relationships with a range of external constituencies, including schools, businesses, and communities; and support of financial aid and student accounts functions through management and consultation. The company was founded in 1997 and is headquartered in Chicago, IL.

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KCAD Holdings I Ltd. provides business support services. The company was founded on March 8, 2011 and is headquartered in Leeds, the United Kingdom.

Investors
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Co-Founder at BlackRock, Inc.

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