Global asset manager and technology provider committed to helping individuals and institutions achieve financial well-being through innovative solutions and sustainable investing practices.
1999
Publicly traded
Focused on balancing risk and return, with sustainable and diversified investment strategies.
Edinburgh, United Kingdom
About
Mission
Our mission is to help everyone experience financial well-being by providing innovative investment strategies and empowering stakeholders through education and technology.
Values
Sustainability, integrity, innovation, and client commitment.
Participant Demographics
Serving over 35 million Americans, including individuals, institutions, and financial advisors.
Track Record
Team Experience
Managed assets for over 30 years in fixed income
Notable Achievements
Managed $1.8 trillion in net inflows over five years; helped 35 million Americans save for retirement
Project Track Record
Investments in Conexon, Indian Energy, and Heritage Grocers Group under BlackRock Impact Opportunities
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Edinburgh, United Kingdom
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