Report
Greggory Warren, CFA
EUR 101.80 For Business Accounts Only

Organic growth and market gains should continue to fuel BlackRock's AUM growth.

Financial sector firms will have to gear up for implementation of the U.S. Department of Labor’s conflict of interest rule, as it’s been affirmed that major portions of the fiduciary rule will become applicable June 9. On that day, those providing advice on retirement assets will be considered fiduciaries and will have to comply with the impartial conduct standards of the rule to receive particular forms of compensation, such as commissions. Some of the more operationally intensive aspects of th...
Underlying
BLACKROCK INC.

BlackRock is an investment management firm. The company provides a range of investment and technology services to institutional and retail clients worldwide. Products are provided directly and through intermediaries in a variety of vehicles, including open-end and closed-end mutual funds, iShares? exchange-traded funds, separate accounts, collective investment trusts and other pooled investment vehicles. The company also provides technology services, including the investment and risk management technology platform, Aladdin?, Aladdin Wealth, eFront, Cachematrix and FutureAdvisor, as well as advisory services and solutions to a base of institutional and wealth management clients.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Greggory Warren, CFA

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