OUR INSTITUTIONAL CLIENTS
Taft-Hartley & multi-employer plans
BlackRock collaborates with boards of trustees and their investment professionals to help uphold and secure the benefits pledged to members and their families. Through a variety of investment strategies and a dedicated team of industry specialists, BlackRock is well positioned to assist trustees in fortifying and sustaining the fund's future.
How we serve Taft-Hartley & multi-employer plans
We provide trustees and their investment professionals full access to the breadth and depth of BlackRock to help each plan achieve individual investment goals:
• Bespoke portfolio analysis and peer risk studies from our Client Insight Unit (CIU)
• Custom solutions that span asset classes from public to private markets
• Seeking stable streams of income via targeted strategies within our global fixed income platform
• Equities solutions across active and passive strategies as a core portfolio allocation
• Educational and networking opportunities for trustees
BlackRock’s investment podcast
The Bid delves into the latest developments in the investment world, examining the forces reshaping the economy, retirement and our industry with insights from thought leaders and industry experts.
Investment strategies for multi-employer funds
With access to BlackRock’s full suite of investment strategies across asset classes, our dedicated team creates a client experience built to address each plan's unique objectives, while minimizing the need for multiple investment managers.
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Fixed income
Plans seeking to achieve positive returns with historically lower risk than other asset classes are utilizing fixed income strategies within their broader portfolio.
With Rick Rieder as BlackRock’s Chief Investment Officer of Global Fixed Income, BlackRock helps multi-employer funds navigate the entire fixed income spectrum - from active & index, public to private, fundamental & systematic - helping deliver desired outcomes, convenience, value and transparency.
Equities
Multi-employer funds seeking to ensure the funded status of their portfolio over the long term and/or exposure to specific sectors in their diversified portfolio often look for investment opportunities across BlackRock’s extensive equity platform.
Our fundamental and systematic equity strategies offer curated access to global markets as well as key investment insights. BlackRock’s equity investors and researchers combine company-specific research, innovative proprietary modeling and industry analysis to provide trustees with insights that aim to deliver consistent, differentiated outperformance.
Diversified alternatives
As plans look to expand beyond traditional allocations in search of alpha generation, such as capital appreciation and uncorrelated income streams, alternative strategies are playing an increasingly critical role in portfolios.
At BlackRock we believe that the need for an approach to alternative investing that is scalable, disciplined, integrated, technology-enabled and transparent has never been greater. BlackRock's alternatives platform is designed to deliver favorable performance across a range of investment solutions such as infrastructure, private equity, private credit, hedge funds and real estate.
Cash and liquidity solutions
Multi-employer funds need effective cash management solutions that offer the liquidity needs for retirement while offering the potential for an enhanced yield profile hedged against risk.
BlackRock offers investment strategies and vehicles such as money market accounts (MMAs), short duration strategies, ETFs and separately managed accounts (SMAs) to deliver on liquidity needs.
Latest insights for multi-employer plans
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Meet our dedicated team
BlackRock works with plan trustees and their investment partners to navigate the latest regulatory and market trends, ensuring the delivery of promised benefits to workers and their families.
Keith Giemzik
Director, Americas Institutional Business
Keith is responsible for leading the team of segment specialists that develop and maintain relationships with Board of Trustees and their Investment Professionals.
Matt Berusch
Director, Americas Institutional Business
Matt serves as a Taft-Hartley & Multi-Employer Plan specialist responsible for developing and maintaining relationships with Trustees and Investment Consultants.
Contact our dedicated Taft-Hartley team
Get in touch with BlackRock to discover how we partner with trustees and investment consultants across all major asset classes.
Common questions
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BlackRock is a fiduciary to Taft-Hartley & multi-employer plans. Our team offers institutionally-scaled investment services that range from single mandates to multi-asset solutions and market insights provided through research reports and investment forums. In addition, the Client Insight Unit (CIU) provides Trustees and their Investment Professionals with portfolio construction support, focusing on solutions comprising both public and private markets.
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Yes. We have a dedicated Client Insight Unit (CIU) team that utilizes our proprietary risk management technology, Aladdin®, to run portfolio analyses on an individualized basis. CIU has the capability to perform market stress tests against client portfolios to measure risk tolerance, as well as compare portfolios to peers.
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BlackRock Voting Choice [sometimes known as pass-through voting] provides eligible clients with more opportunities to participate in the proxy voting process where legally and operationally viable. We are committed to a future where every qualified investor - across investment vehicles and client types - can have the option to participate in the proxy voting process if they choose. Today, certain institutional clients have the opportunity to participate in voting decisions following the successful launch of the BlackRock Voting Choice initiative.
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We consider our scale our key competitive advantage - it allows access to a plethora of information and insights that enable robust risk management. Our Aladdin® platform combines sophisticated risk analytics with comprehensive portfolio management, trading and operations tools to power informed decision-making and effective risk management.
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Yes. The BlackRock Educational Academy was launched in 2013 with the objective of facilitating the training needs of BlackRock’s institutional clients. Learn more about the BlackRock Educational Academy.
