Description
The Case Report Word document is 5 pages, and the Power presentation should be 10 slides and should answer the following questions:
-what is the company ( a brief history about the company)
-Mission/vision statement
-company’s product market
- What is the precise problem facing the company?
- What underlying industry, external (opportunity and threats), and/or internal factors (Swot analysis) (issues) creating the problem?
- How will all the companies in the industry loss or gain from the problem as they are
currently positioned?
- What specific actions should the company take to respond to the problem and why?
- How are the competing firms likely to respond to the company’s actions?
- A table comparing the company’s market share and revenues with that of its competitors for the last three years (sources should be from Bloomberg, Wall Street Journals, or Yahoo Finance)
-A graph showing how the company stands out from competitors and
-Do a graph showing the company’s annual revenue for the last three years (2024, 2023, 2022)
-short-term tactics (less than 1yrs)
-Long-term strategies/actions (more than five years)
Show stock price (get a screenshot from Wall Street Journal website: wsj.com) (please include reference under the graph and in the work)Explanation & Answer
Attached.
Analysis of BlackRock
Name:
Date:
Course Title:
Introduction
BlackRock, Inc.: Investment corporation based in New
York
It’s the World’s largest asset manager ($10 trillion
AUM in 2023)
Founded in 1988, initially focused on institutional
fixed-income investments now serves individuals,
companies, governments, pension funds
Provides investment and risk management solutions
Company Overview and History
➢ Founded by Larry Fink and partners in 1988
➢ Initial focus: Institutional risk management for fixed-
income portfolios
➢ Expanded into equity, alternatives, and financial
technology
➢ Major milestone: Acquired BGI in 2009, including
iShares ETFs
➢ BGI acquisition solidified BlackRock’s position in ETFs
➢ Today: Offers asset management, advisory, and
technology solutions globally
Mission and Vision
➢ Mission: Help people achieve financial wealth
through investments
➢ Provides financial products for both individuals
and institutions
➢ Vision: Leader in innovation and inclusion
➢ Aims to help clients achieve their financial goals
➢ Cultivates a corporate culture of curiosity,
innovation, compassion
BlackRock’s Product Market
➢ Operates in the global asset management industry
➢ Key products: ETFs, mutual funds, alternative
investments
➢ Dominates passive investment market via iShares
ETFs
➢ Provides customized solutions for institutional
investors (e.g., pension funds)
➢ Strong presence in fintech through the Aladdin
platform
➢ Competitors: Vanguard, Fidelity, low-cost fintech firms
Challenges Facing BlackRock
➢ Controversy over ESG (Environmental, Social, Governance)
investing
➢ Criticism from environmental activists for insufficient action
➢ Opposition from political groups accusing BlackRock of
overreach
➢ Growing regulatory risks, especially in the U.S., regarding
ESG standards
➢ Pressure to balance environmental sensibility and political
resistance
➢ Competitors offering low-cost solutions with advanced
technology
Impact on the Industry
➢ BlackRock is a major influencer in the global asset
management industry
➢ ESG controversies impact the broader investment landscape
➢ Potential shift from passive to active management due to
ESG pressure
➢ Regulatory changes could affect the whole asset management
industry
➢ Competitors might follow BlackRock’s lead in responding to
ESG issues
➢ Decisions by BlackRock could trigger industry-wide changes
Strategic Response
➢ ESG: Reinforce commitment to sustainable investing with
clear policies
➢ Increased disclosure of ESG strategies and goals
➢ Aladdin platform: Continue improving its portfolio
management technology
➢ Diversify beyond ETFs and passive investments
➢ Focus more on active management and alternative
investments
➢ Position BlackRock as a leader in both ESG and fintech
Competitor Comparison
➢ 2023 AUM: BlackRock $10T, Vanguard $8.5T,
Fidelity $5T
➢ Revenue (2023): BlackRock $17.86B, Vanguard $8B,
Fidelity $27B
➢ Vanguard: Major competitor in the ETF space
➢ Fidelity: Strong in active management and
technology-driven solutions
➢ Competitive landscape: Tight margin pressures due to
low-cost solutions
➢ BlackRock’s dominance in both passiv...