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Welcome to the BlackRock site for financial intermediaries
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Financial Intermediaries
On this website, Financial Intermediaries are investors that qualify as both a Professional Client and a Qualified Investor.
In summary, a person who can both be classified as a professional client under the Markets in Financial Instruments Directive II (2014/65/EU, “MiFID”) and a qualified investor in accordance with the Prospectus Regulation ((EU) 2017/1129) will generally need to meet one or more of the following requirements:
(1) An entity required to be authorised or regulated to operate in the financial markets. The following list includes all authorised entities carrying out the characteristic activities of the entities mentioned, whether authorised by an EEA State or a third country and whether or not authorised by reference to a directive:
(a) a credit institution;
(b) an investment firm;
(c) any other authorised or regulated financial institution;
(d) an insurance company;
(e) a collective investment scheme or the management company of such a scheme;
(f) a pension fund or the management company of a pension fund;
(g) a commodity or commodity derivatives dealer;
(h) a local;
(i) any other institutional investor;
(2) a large undertaking that meets two of the following size requirements on a company basis: (i) a balance sheet total of EUR 20,000,000; (ii) an annual net turnover of EUR 40,000,000; (iii) own funds of EUR 2,000,000;
(3) a national or regional government, a public body that manages public debt, a central bank, an international or supranational institution (such as the World Bank, the IMF, the ECB, the EIB) or another similar international organization;
(4) a natural person resident in an EEA State that permits the authorisation of natural persons as qualified investors, who expressly asks to be treated as a professional client and a qualified investor and who meets at least two of the following criteria: (i) he/she has carried out transactions on securities markets at an average frequency of, at least, 10 per quarter over the previous four quarters before the application, (ii) the size of his/her financial instrument portfolio, defined as including cash deposits and financial instruments exceeds EUR 500.000, (iii) he/she works or has worked for at least one year in the financial sector in a professional position which requires knowledge of securities investment.
Please note that the above summary is provided for information purposes only. If you are uncertain as to whether you can both be classified as a professional client under the Markets in Financial Instruments Directive and classed as a qualified investor under the Prospectus Directive then you should seek independent advice.
Terms and conditions
Please read this page before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which our funds are authorised for sale. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.
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(i) Agree that such information will apply to any subsequent access to the Individual investors (or Institutions / Intermediaries) section of this website by you, and that all such subsequent access will be subject to the disclaimers, risk warnings and other information set out herein; and
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The offshore funds described in the following pages are administered and managed by companies within the BlackRock Group and can be marketed in certain jurisdictions only. It is your responsibility to be aware of the applicable laws and regulations of your country of residence. Further information is available in the Prospectus or other constitutional document for each fund.
This does not constitute an offer or solicitation to sell shares in any of the funds referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.
Specifically, the funds described are not available for distribution to or investment by US investors. The units/shares will not be registered under the US Securities Act of 1933, as amended (the "Securities Act") and, except in a transaction which does not violate the Securities Act or any other applicable US securities laws (including without limitation any applicable law of any of the States of the USA) may not be directly or indirectly offered or sold in the USA or any of its territories or possessions or areas subject to its jurisdiction or to or for the benefit of a US Person.
The funds described have not been, nor will they be, qualified for distribution to the public in Canada as no prospectus for these funds has been filed with any securities commission or regulatory authority in Canada or any province or territory thereof. This website is not, and under no circumstances is to be construed, as an advertisement or any other step in furtherance of a public offering of shares in Canada. No person resident in Canada for the purposes of the Income Tax Act (Canada) may purchase or accept a transfer of shares in the funds described unless he or she is eligible to do so under applicable Canadian or provincial laws.
Applications to invest in any fund referred to on this site, must only be made on the basis of the offer document relating to the specific investment (e.g. prospectus, simplified prospectus, key investor information document or other applicable terms and conditions).
As a result of money laundering regulations, additional documentation for identification purposes may be required when you make your investment. Details are contained in the relevant Prospectus or other constitutional document.
If you are unsure about the meaning of any information provided please consult your financial or other professional adviser.
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Risk Warnings
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time.
BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. The data displayed provides summary information. Investment should be made on the basis of the relevant Prospectus which is available from the manager.
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Investors should read the offering documents for further details including the risk factors before making an investment.
Please note that while some of the BlackRock funds are "ring-fenced", others form part of a single company and are not. For BlackRock funds that do not have segregated liability status, in the event of a single BlackRock fund being unable to meet liabilities attributable to that BlackRock fund out of the assets attributable to it, the excess may be met out of the assets attributable to the other BlackRock funds within the same company. We refer you to the prospectus or other relevant terms and conditions of each BlackRock fund for further information in this regard.
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Let's talk about how
When it comes to sustainable and transition investing, let’s talk about how.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Understanding the how
Clients are increasingly asking BlackRock how to mitigate investment risks and capture opportunities associated with sustainability and the transition to a low-carbon economy.
Find your path with BlackRock
Clients face many challenges related to sustainable and transition investing, including distilling large volumes of data and information, navigating a changing landscape, and finding the right investment products and solutions to meet their needs.
BlackRock is here to listen to our clients’ goals, share insights, and offer investment choices.
How to navigate sustainable and transition investing with BlackRock
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A whole portfolio approach to sustainability and the transition to a low-carbon economy
Understanding how to incorporate sustainable and transition investing objectives with BlackRock.
As the portfolio construction partner to our clients, we can help them incorporate sustainability considerations consistent with their investment objectives, and adapt and prepare their portfolio for the transition to a low-carbon economy.
We can help clients navigate every step of their journey from helping them understand their starting point, to evaluating and selecting metrics, to choosing an investment solution, and measuring progress through reporting.
Finding the starting point
First, we spend time with them to understand what their starting point is. Clients may be at different stages of integrating climate considerations into their portfolios; our first priority is assessing their portfolio, both in terms of sustainability and financial characteristics.
We do this by using BlackRock’s proprietary risk analytics, alongside multiple datapoints and metrics to x-ray the portfolio and assess the starting position. We help clients evaluate and select from multiple decarbonization frameworks, such as the Science-Based Target Initiative (SBTi).
Identifying the right path
We then help clients define where they choose to go. We discuss how to design a whole portfolio strategy that aims to improve sustainability metrics, including climate metrics, while meeting the client’s broader portfolio objectives.
Implementing the solution
Finally, we can propose implementation options that span asset classes and product types – including both pooled vehicles and custom SMAs. We can partner with clients to conduct regular whole portfolio reviews and help they monitor progress against your targets.
Risk: While proprietary technology platforms may help manage risk, risk cannot be eliminated.
How to best access, interpret and use data and analytics
Using a variety of sustainability data sources has become commonplace, but managing multiple data points is a challenge. Translating data into investment terms requires deep risk-management expertise.
BlackRock has a long history of leading financial modelling and risk-management capabilities - rooted in our ability to efficiently and quickly process large quantities of data. Our global team of investment and sector specialists, climate scientists, data analysts, engineers, and geologists drive our research and technology platform to deliver unique insights to clients.
Leveraging our shared investment research platform and the power of Aladdin, we are developing analytical tools to help clients understand the risks and opportunities of sustainable investing, model potential outcomes of the low-carbon transition, and assess impacts on portfolios.
BlackRock Investment Institute Transition Scenario
Our transition models give clients proprietary insights into how the transition will impact sectors, assets, and portfolios.
Climate risk models and analysis
Our customized climate and net zero alignment analytics help investors understand, manage, and report on climate risk, as an integrated part of their investment management processes. These are powered in part through our partnerships with ClarityAI, Rhodium, and Baringa.1
BlackRock Sustainable Investing Intelligence™
Powering investment strategies with proprietary, forward-looking assessment of issuers.
Proprietary research & briefings
Our dedicated Sustainable Investment Research & Analytics team publishes proprietary research on topics affecting clients and holds regular briefings on market trends.
Aladdin Climate
Helps measure risks and opportunities associated with climate change and the transition across scenarios.2
1 In June 2021, BlackRock and Baringa Partners announced a long-term partnership focused on innovation and ongoing co-development of transition risk models. BlackRock has a minority investment in Clarity AI BlackRock acquired Baringa's Climate Change Scenario Model. BlackRock has also acquired models from established a partnership with Rhodium Group on Physical Risk. Source: BlackRock, May 2023.
2 Available to existing Aladdin® clients only.
Explore our investment platform that enables client choice
We provide choice to meet their needs through our Sustainable and Transition Investing Investment platforms.
BlackRock’s Sustainable Investing Platform
Our clients look to BlackRock to meet their needs. We give clients a choice of offerings to achieve their goals - from products with improved sustainability characteristics* vs. a benchmark, to investments designed to achieve positive, measurable impact.
Using BlackRock’s Sustainable Investing Platform, clients can navigate BlackRock funds across asset classes that align with their sustainable investing goals. This platform groups all BlackRock products according to four sustainable approaches, helping clients choose from a full range of building blocks. At BlackRock we have designed a sustainable platform offering, single, and multi-theme, solutions across all asset classes.
*Sustainability characteristics can be viewed on the product screener when products are selected in the data view or individually on each product page.
A leading provider of sustainable investing solutions
- Among the largest sustainable ETF offerings1
- One of the industry’s first environmentally focused cash management strategies2
- A large dedicated renewable platform with over a decade of experience3
Visit the product screener to view the funds.
1 Source: Morningstar as of 12/31/2022. Based on 228 sustainable ETFs as defined by Morningstar to have a sustainability focus. This includes funds classified as ESG integration, impact, and sector funds. BlackRock manages 11 of the top 19 ETFs by AUM globally.
2 Source: BlackRock, March 2023. In Cash Management we launched one of the industry’s first environmentally focused cash management strategy – LEAF.
3 Source: BlackRock, March 2023. We were a first mover in renewable power, launching our Climate Infrastructure (formerly Global Renewable Power) franchise in 2012. The firm now manages dedicated renewable power platform with $9+ billion in client assets (Source: BlackRock June 2023).
BlackRock’s Transition Investing Platform
Our transition investing platform offers a breadth of offerings to meet client needs, and is powered by our proprietary research, global scale, and specialists across the firm. The platform offers breadth across asset classes, including exposures across index, active and private markets exposures.
Clients are asking for BlackRock’s help
of global institutional investors expect to increase their allocations to transition strategies over the next 1-3 years, based on our 2023 survey.
Source: BlackRock iResearch Services global survey, sample size n=200, May-June 2023. Survey covered institutional investors’ attitudes, approaches, barriers and opportunities regarding transition investing.
A leading provider of transition investing solutions
- Allocated $1B in EV charging infrastructure worldwide as a private investor4
- Invested in a large carbon capture & storage pipeline project
- Awarded Global Energy Transition Investor of the Year by Infrastructure Investor in 20235
4 Source: BlackRock, March 2023.
5 The Infrastructure Investor awards honour the sector’s managers, investors, and advisers who have excelled in their respective fields globally.
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