SUSTAINABLE & TRANSITION INVESTING

Sustainable and transition investing with BlackRock

We offer the largest range of sustainable and transition investment products in the industry1 and focus our research, data and analytics on helping clients achieve their investment goals.

Why BlackRock?

The transition to a low-carbon economy - one of the five mega forces that we track - is set to drive a massive reallocation of capital as energy systems are rewired.2 As a fiduciary, our job is to listen to our clients and seek to help them achieve their investment objectives. For clients looking to incorporate sustainability and the low-carbon transition into their portfolios, we offer the largest range of sustainable and transition investment products in the industry1 and focus our research, data and analytics on helping them manage risks and capture opportunities.

 

There is no guarantee that research capabilities will contribute to a positive investment outcome.

 

Capital at risk. All financial investments involve an element of risk. Therefore, the value of investments and the income from it will vary and the initial investment amount cannot be guaranteed.

 

Risk management cannot fully eliminate the risk of investment loss.

 

BlackRock defines transition investing as: Investing with a focus on preparing for, being aligned to, benefitting from and/or contributing to the transition to a low-carbon economy.

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Providing choice
Seeking to innovate for and with clients to meet their investment goals, we offer the largest range by AUM in EMEA; across active, index, cash & private markets.2
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Driving performance
We incorporate financially material E, S and/or G data into our investment processes with the objective of enhancing risk adjusted returns within the mandates clients give us.
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Focused research
We draw on proprietary research to help clients understand the low-carbon transition and how sustainability-related factors could impact economies, industries and companies.
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With the largest product range in the industry,2 we can help you meet your individual investment goals. Our capabilities span broad market exposures, targeted investments in sustainable and transition themes, transition-focused infrastructure and more across products and mandates.

There is no guarantee that a positive market outcome will be achieved.

01.
The industry’s largest range of sustainable indexing products by AUM globally and in Europe.2
02.
We review 97% of the green bonds that come to market, representing 28,000+ green bonds as of YE 2024.3
03.
BlackRock has been managing active sustainable funds since 2001.
04.
150+ transition deals invested in globally on behalf of our clients.4

We use research and data to help you understand how sustainability and the low-carbon transition could impact asset prices and investments over time and how different investment choices could affect your portfolios. Our product and portfolio solutions are powered by our proprietary risk management platform, Aladdin®.

While proprietary technology platforms pay help manage risk, risk cannot be eliminated.

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Proprietary research
Our proprietary forecast of how the low-carbon transition could unfold.
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Centres of expertise
Centres of expertise bring together specialists on key topics to better understand transition investment themes (e.g. hydrogen, batteries).
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Analytics
12k+ 3rd party sustainability metrics integrated across the Aladdin® platform. Analytics from Aladdin Climate® to measure climate risks & decarbonisation pathways.5

We can help clients looking to align their portfolios to their transition goals – from assessing a portfolio’s starting point, designing a transition strategy and monitoring portfolio progress towards transition and financial goals.

There is no guarantee that a positive investment outcome will be achieved.

350+ clients benefited from BlackRock’s whole portfolio construction in 2024.6

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Define transition approach and targets
Assess portfolio’s decarbonisation path and other transition metrics.
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Design portfolios with transition targets
• Product substitutions.
• Optimisation of portfolio holdings.
• Asset allocation review with BlackRock climate-aware capital market assumptions.
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Implement and monitor
Implement with products across types and asset classes (alpha seeking, index, factor) aligning to portfolio targets. Monitor progress towards transition goals with analytics.

1 Source: Mega Forces: An investment opportunity, BlackRock Investment Institute, December, 2024: https://www.blackrock.com/corporate/insights/blackrock-investment-institute/publications/mega-forces
2 Source: Morningstar, Global Sustainable Fund Flows as of 24 October 2024; https://www.morningstar.com/lp/global-esg-flows
3 Source: BlackRock, as of December 31, 2024.
4 Source: BlackRock, as of June 30, 2024.
5 Aladdin® is a technology platform used by asset managers and owners including banks, financial institutions, pensions, corporations, insurers, and wealth managers. Aladdin® is a tech platform that unifies the investment management process through a common data language. With a view of your whole portfolio—across public & private markets—it enables scale, provides insights, and supports business transformation.
6 Source: BlackRock, March 2024.