BlackRock Investor Day Presentation Deck
BlackRock's “cloud-like” platforms fuel value for clients
Trends with asset owners match industrial
change driving "on-prem" to "cloud"
Cloud computing spend to grow ~1.5x vs.
traditional IT from 2019 to 2025E
iShares
Institutional
Outsourcing
●
One BlackRock - Platform Use Cases
Access innovation & scale
Faster deployment
Cost restructuring & efficiencies
BlackRock
Improve business agility
Enhance resilience
Positive network effects
EM exposures instantly access 24 countries ¹
Derivatives replacement, reduce collateral
management costs
Note: For footnoted information, refer to slide 11.
✓ Use scale of BLK trading, research, portfolio
management & investment servicing
✓ Cost variabilization & efficiency
Spend on cloud computing2
Spend on traditional IT²
30%
2019
Model
Portfolios
Aladdin
41%
2022
51%
2025E
✓ Models-based advisors grow faster (vs. rep as
PM, brokerage)
✓ Reduce costs of maintaining in-house CIO staff
✓ Move to unified tech stack
✓ Positive network effects
✓ Opportunity for client margin premiumView entire presentation