Investing in Strategic Growth Drivers and Accelerators
IRH0621U/M-1675207-1/171
Strong growth in key product categories fueled by
structural adoption of fee-based & managed products
01
By 2030, U.S. household wealth will grow to $140T,
financial assets will make up 45% of total 1
02
Across U.S. households, ~70% of investable assets
are consistently invested in managed products²
■Total financial assets
■Total U.S. household wealth
$87T
$35T
03
2015
$140T
$64T
2030
■Managed products
69%
Banking & other assets
72%
■Individual securities
71%
19%
17%
17%
12%
11%
12%
2015
2017
2019
Half of all retail wealth assets are fee-based, up from
a third in 20153
04 BLK leading in high growth areas (ETFS /SMAs),
positioned for share growth in MFs & Alts
~30%
2015
Note: For footnoted information, refer to slide 85.
BlackRock
~50%
Vehicle
ETFs
BLK industry
market share4
BLK LTM org.
asset growth 5
~20%
10%
Active
(MFSMA / Models)
~3%
12%
Alts
2019
~3%
14%
(Illiquid + CEFs)
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