BlackRock is the largest global investment management firm headquartered in New York City. It is one of the most prominent financial institutions in the US.[3] The company acquired Barclays Global Investors in December 2009 under the BlackRock name, making it the largest money manager in the world.[4]
As of December 31, 2010, BlackRock’s assets under management total $3.56 trillion across equity, fixed income, alternative investments, real estate, and advisory strategies. Through BlackRock Solutions, it offers risk management, strategic advisory, and enterprise investment system services to a broad base of clients with portfolios totaling approximately $9 trillion[5].
Founded in 1988 initially offering fixed income products, BlackRock has become a financial powerhouse while remaining out of the public eye. According to Ralph Schlosstein, CEO of Evercore Partners, a NY-based investment bank: “BlackRock today is one of, if not the, most influential financial institutions in the world.”[6]
BlackRock serves clients in 60 countries, maintaining a major presence in North America, Europe, Asia-Pacific, and the Middle East. It has offices in San Francisco, Chicago, Los Angeles, Dallas, Princeton, Wilmington, London, Zurich, Paris, Frankfurt, Sao Paulo, Tokyo, Beijing, Sydney, Dubai, and various other cities.[7] Blackrock has approximately 8,400 employees, including more than 700 investment professionals worldwide.
BlackRock is the largest global investment management firm headquartered in New York City. It is one of the most prominent financial institutions in the US.[3] The company acquired Barclays Global Investors in December 2009 under the BlackRock name, making it the largest money manager in the world.[4]
As of December 31, 2010, BlackRock’s assets under management total $3.56 trillion across equity, fixed income, alternative investments, real estate, and advisory strategies. Through BlackRock Solutions, it offers risk management, strategic advisory, and enterprise investment system services to a broad base of clients with portfolios totaling approximately $9 trillion[5].
Founded in 1988 initially offering fixed income products, BlackRock has become a financial powerhouse while remaining out of the public eye. According to Ralph Schlosstein, CEO of Evercore Partners, a NY-based investment bank: “BlackRock today is one of, if not the, most influential financial institutions in the world.”[6]
BlackRock serves clients in 60 countries, maintaining a major presence in North America, Europe, Asia-Pacific, and the Middle East. It has offices in San Francisco, Chicago, Los Angeles, Dallas, Princeton, Wilmington, London, Zurich, Paris, Frankfurt, Sao Paulo, Tokyo, Beijing, Sydney, Dubai, and various other cities.[7] Blackrock has approximately 8,400 employees, including more than 700 investment professionals worldwide.
The role of analysts in the group
BlackRock's strategies include fundamental and quantitative approaches, both of which can add value to its clients' portfolios. The firm’s fundamental strategies emphasize in-depth company, micro- and macroeconomic research as the basis for stock selection. BlackRock’s fundamental investment philosophy combines focused portfolio management with proprietary research and significant firmwide resources in order to promote a culture of investment excellence. BlackRock’s investment teams - consisting of portfolio managers, research analysts and traders - actively manage style-specific portfolios built on BlackRock company research in each major equity and fixed income asset class.
The firm's quantitative strategies employ sophisticated, proprietary models to drive the investment process. This is then refined by bottom-up research and analysis, resulting in the construction of efficient portfolios.
Risk monitoring
BlackRock’s emphasis on risk management serves to meet its objective of generating excess return within a risk-controlled investment framework. The firm’s real-time analysis of a vast array of risk measures allows it to assess the potential impact of various sector and security strategies on total return. As a result, consistent value is added and performance volatility is controlled. The substantial investment made in proprietarily-developed analytical systems and personnel strongly differentiates the firm.
The Risk & Quantitative Analysis Group (RQA) leads BlackRock’s portfolio risk analytics efforts by providing independent top-down and bottom-up oversight. RQA partners with BlackRock’s portfolio teams to ensure that risks in the portfolios are consistent across each strategy, with the team’s current investment themes, and with each client’s formal risk constraints. RQA is also responsible for counterparty and operational risk management.
Position limits
Limits within a portfolio will vary depending upon the asset class, performance targets and investments process. Generally, any position limits are included within the firm’s risk management technology.
At the firm level a top down approach is taken to ascertain what specific risks are faced by the firm. This will feed back into the asset management process through the product development process and at the extreme level through position limits. A team of risk specialists work with portfolio managers to try and identify unique risks in portfolios that are not necessarily obvious.
Members of Risk & Quantitative Analysis Group (RQA) have specialised knowledge of each type of portfolio managed by BlackRock. Key risks of each portfolio type are identified, and RQA seeks to properly measure them. Actual investment performance is attributed to returns on different types of risk. RQA communicates proactively with portfolio managers to help them position portfolios and fully utilise BlackRock Solutions’ analytical capabilities.
Appeal to and retain top talent through retention schemes.
We at CGS know you business is not to constantly train professionals only to have them run to a competitor and work against you. Unfortunately these are the times in which the average 25-35 year old will switch jobs every 2-3 years, a far cry from our parents who many have worked 2 or 3 jobs their whole lives.
We work with one of the world's largest offshore financial providers to offer plans designed for attracting and retaining top talent through employee retirement benefits plans
Retirement planning is the cornerstone of an attractive employee benefits package. But for employers with staff working overseas, providing a flexible, secure, cost-efficient and portable retirement plan can prove to be an administrative headache. Local tax regimes, variations in retirement provision legislation, foreign currency payments, flexible bonus incentives and different accounting principles, all complicate the financial retirement arrangements for internationally mobile staff.So how can you structure a retirement benefits scheme to meet the needs of such valuable personnel, when their needs and those of your company can vary so widely?
Zurich International Life has been providing international corporate retirement benefits solutions for over a decade. We understand that the key components to make a retirement benefit arrangement work for your internationally mobile personnel are:
a flexible and portable plan for you and your employees, wherever they are working;
easy administration and information access irrespective of location;
automated transactions for employers and employees;
the shelter of a well-governed trust;
a wide range of investment options to suit sophisticated investors and novices alike.
We focus on helping clients achieve financial independence, whether this is by protection against loss of income, saving for the future or protecting wealth once it has been accumulated.
At CGS, we understand that making money work harder for our clients is important, but equally, it is just one part of the equation.
Specifically, advice is provided in the following areas:
Offshore Retirement / Pension plans
Direct Equity and Bond Investment
Highly Personalized Portfolio Bonds
School Fee planning
Personal Savings plans
QROPS and Pension transfer for UK pension holders
Offshore banking
Mortgages
As of December 31, 2010, BlackRock’s assets under management total $3.56 trillion across equity, fixed income, alternative investments, real estate, and advisory strategies. Through BlackRock Solutions, it offers risk management, strategic advisory, and enterprise investment system services to a broad base of clients with portfolios totaling approximately $9 trillion[5].
Founded in 1988 initially offering fixed income products, BlackRock has become a financial powerhouse while remaining out of the public eye. According to Ralph Schlosstein, CEO of Evercore Partners, a NY-based investment bank: “BlackRock today is one of, if not the, most influential financial institutions in the world.”[6]
BlackRock serves clients in 60 countries, maintaining a major presence in North America, Europe, Asia-Pacific, and the Middle East. It has offices in San Francisco, Chicago, Los Angeles, Dallas, Princeton, Wilmington, London, Zurich, Paris, Frankfurt, Sao Paulo, Tokyo, Beijing, Sydney, Dubai, and various other cities.[7] Blackrock has approximately 8,400 employees, including more than 700 investment professionals worldwide.
BlackRock is the largest global investment management firm headquartered in New York City. It is one of the most prominent financial institutions in the US.[3] The company acquired Barclays Global Investors in December 2009 under the BlackRock name, making it the largest money manager in the world.[4]
As of December 31, 2010, BlackRock’s assets under management total $3.56 trillion across equity, fixed income, alternative investments, real estate, and advisory strategies. Through BlackRock Solutions, it offers risk management, strategic advisory, and enterprise investment system services to a broad base of clients with portfolios totaling approximately $9 trillion[5].
Founded in 1988 initially offering fixed income products, BlackRock has become a financial powerhouse while remaining out of the public eye. According to Ralph Schlosstein, CEO of Evercore Partners, a NY-based investment bank: “BlackRock today is one of, if not the, most influential financial institutions in the world.”[6]
BlackRock serves clients in 60 countries, maintaining a major presence in North America, Europe, Asia-Pacific, and the Middle East. It has offices in San Francisco, Chicago, Los Angeles, Dallas, Princeton, Wilmington, London, Zurich, Paris, Frankfurt, Sao Paulo, Tokyo, Beijing, Sydney, Dubai, and various other cities.[7] Blackrock has approximately 8,400 employees, including more than 700 investment professionals worldwide.
The role of analysts in the group
BlackRock's strategies include fundamental and quantitative approaches, both of which can add value to its clients' portfolios. The firm’s fundamental strategies emphasize in-depth company, micro- and macroeconomic research as the basis for stock selection. BlackRock’s fundamental investment philosophy combines focused portfolio management with proprietary research and significant firmwide resources in order to promote a culture of investment excellence. BlackRock’s investment teams - consisting of portfolio managers, research analysts and traders - actively manage style-specific portfolios built on BlackRock company research in each major equity and fixed income asset class.
The firm's quantitative strategies employ sophisticated, proprietary models to drive the investment process. This is then refined by bottom-up research and analysis, resulting in the construction of efficient portfolios.
Risk monitoring
BlackRock’s emphasis on risk management serves to meet its objective of generating excess return within a risk-controlled investment framework. The firm’s real-time analysis of a vast array of risk measures allows it to assess the potential impact of various sector and security strategies on total return. As a result, consistent value is added and performance volatility is controlled. The substantial investment made in proprietarily-developed analytical systems and personnel strongly differentiates the firm.
The Risk & Quantitative Analysis Group (RQA) leads BlackRock’s portfolio risk analytics efforts by providing independent top-down and bottom-up oversight. RQA partners with BlackRock’s portfolio teams to ensure that risks in the portfolios are consistent across each strategy, with the team’s current investment themes, and with each client’s formal risk constraints. RQA is also responsible for counterparty and operational risk management.
Position limits
Limits within a portfolio will vary depending upon the asset class, performance targets and investments process. Generally, any position limits are included within the firm’s risk management technology.
At the firm level a top down approach is taken to ascertain what specific risks are faced by the firm. This will feed back into the asset management process through the product development process and at the extreme level through position limits. A team of risk specialists work with portfolio managers to try and identify unique risks in portfolios that are not necessarily obvious.
Members of Risk & Quantitative Analysis Group (RQA) have specialised knowledge of each type of portfolio managed by BlackRock. Key risks of each portfolio type are identified, and RQA seeks to properly measure them. Actual investment performance is attributed to returns on different types of risk. RQA communicates proactively with portfolio managers to help them position portfolios and fully utilise BlackRock Solutions’ analytical capabilities.
Appeal to and retain top talent through retention schemes.
We at CGS know you business is not to constantly train professionals only to have them run to a competitor and work against you. Unfortunately these are the times in which the average 25-35 year old will switch jobs every 2-3 years, a far cry from our parents who many have worked 2 or 3 jobs their whole lives.
We work with one of the world's largest offshore financial providers to offer plans designed for attracting and retaining top talent through employee retirement benefits plans
Retirement planning is the cornerstone of an attractive employee benefits package. But for employers with staff working overseas, providing a flexible, secure, cost-efficient and portable retirement plan can prove to be an administrative headache. Local tax regimes, variations in retirement provision legislation, foreign currency payments, flexible bonus incentives and different accounting principles, all complicate the financial retirement arrangements for internationally mobile staff.So how can you structure a retirement benefits scheme to meet the needs of such valuable personnel, when their needs and those of your company can vary so widely?
Zurich International Life has been providing international corporate retirement benefits solutions for over a decade. We understand that the key components to make a retirement benefit arrangement work for your internationally mobile personnel are:
a flexible and portable plan for you and your employees, wherever they are working;
easy administration and information access irrespective of location;
automated transactions for employers and employees;
the shelter of a well-governed trust;
a wide range of investment options to suit sophisticated investors and novices alike.
We focus on helping clients achieve financial independence, whether this is by protection against loss of income, saving for the future or protecting wealth once it has been accumulated.
At CGS, we understand that making money work harder for our clients is important, but equally, it is just one part of the equation.
Specifically, advice is provided in the following areas:
Offshore Retirement / Pension plans
Direct Equity and Bond Investment
Highly Personalized Portfolio Bonds
School Fee planning
Personal Savings plans
QROPS and Pension transfer for UK pension holders
Offshore banking
Mortgages
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