Private Equity – Institutional | BlackRock (2024)

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The BlackRock authorised unit trusts are funds authorised under the UK Financial Services and Markets Act 2000 and are generally available for investment by the public in the UK.

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  • Past performance is no guarantee of future performance.
  • The value of investments and the income from them may go down as well as up and are not guaranteed.
  • You may not get back the amount you invested.
  • Any favourable tax treatment of a product (including but not limited to ISAs) is subject to government legislation and as such may not be maintained.
  • The levels and bases of, and reliefs from, taxation changed in the last Budget and may change in the future.
  • Rates of exchange may cause the value of investments to go up or down.
  • Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially.
  • For your protection, telephone calls are usually recorded.

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.

Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: 020 7743 3000. Registered in England No. 2020394. For your protection telephone calls are usually recorded. BlackRock is a trading name of BlackRock Investment Management (UK) Limited.

Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. 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 Investment Management (UK) Limited and BlackRock Advisors (UK) Limited are authorised and regulated by the Financial Conduct Authority. Registered offices: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: 020 7743 3000. Registered Company No. 2020394 and 00796793 respectively. BlackRock International Limited, is authorised and regulated by the Financial Conduct Authority and the Securities and Exchange Commission. Registered office: 40 Torphichen Street, Edinburgh, Midlothian, EH3 8JB. Tel: 0131 472 7200. Registered in Scotland. Company no. SC160821. For your protection telephone calls are usually recorded.

BlackRock is a trading name of BlackRock Investment Management (UK) Limited, BlackRock Advisors (UK) Limited and BlackRock International Limited. © 2012 BlackRock Investment Management (UK) Limited, BlackRock Advisors (UK) Limited and BlackRock International Limited. All rights reserved.

The data reflects information and figures as at Today -2. The data and figures are not audited. Do not make any investment decisions based on these figures as they are subject to change. Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. 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 is a trading name of BlackRock Investment Management (UK) Limited, BlackRock Advisors (UK) Limited and BlackRock International Limited. © 2012 BlackRock Investment Management (UK) Limited, BlackRock Advisors (UK) Limited and BlackRock International Limited. All rights reserved.

The BlackRock unit trusts are managed by BlackRock Fund Managers Limited (authorised and regulated by the Financial Conduct Authority and a member of the Investment Management Association) which is the unit trust management affiliate of BlackRock Investment Management (UK) Limited.

The BlackRock ISA are managed by BlackRock Investment Management (UK) Limited (authorised and regulated by the Financial Conduct Authority).

Companies within the BlackRock Group which do not carry out investment business in the UK are not subject to the provisions of the UK Financial Services and Markets Act 2000. Accordingly, investors entering into investment agreements with such companies will not have the protection afforded by that Act or the rules and regulations made under it, including the UK's Financial Services Compensation Scheme.

The views expressed herein do not necessarily reflect the views of BlackRock as a whole or any part thereof, nor do they constitute investment or any other advice.

Any research found on these pages has been procured and may have been acted on by BlackRock for its own purposes.

This site is operated and issued by BlackRock Investment Management (UK) Limited which is authorised and regulated by the Financial Conduct Authority (Register number 119293). You can gain access to the FCA's rules and guidance notes from the following link:www.fca.org.uk. BlackRock Investment Management (UK) Limited is a company registered in England, No. 2020394. Registered Office: 12 Throgmorton Avenue, London EC2N 2DL. BlackRock is a trading name of BlackRock Investment Management (UK) Limited. VAT No GB 888 4204 87. General enquiries about this website should be sent toEMEAwebmaster@blackrock.com. This email address should not be used for any enquiries relating to investments.

Private Equity – Institutional | BlackRock (2024)

FAQs

What is private equity institutional? ›

Private equity describes investment partnerships that buy and manage companies before selling them. Private equity firms operate these investment funds on behalf of institutional and accredited investors.

What is the difference between private and institutional? ›

Private clients typically refer to individuals and families looking to invest their wealth. In contrast, institutional clients encompass companies or organizations that pool funds to achieve specific goals on behalf of owners and potentially other stakeholders.

Is an LP an institutional investor? ›

Institutional investors such as pensions, endowments, foundations, and sovereign wealth funds are examples of institutional LPs and asset owners. Limited partners and asset owners may manage their assets directly. Alternatively, they may outsource some or all management of their assets to external asset managers.

Is BlackRock an institutional investor? ›

The institutions we serve at BlackRock – from foundations to large pension funds – collectively serve hundreds of millions of people around the world. We're honored to work alongside them as they contribute to the financial futures of the people who depend on them. Capital at risk.

What are the three types of private equity funds? ›

3 Types of Private Equity Strategies
  • Venture Capital. Venture capital (VC) is a type of private equity investment made in an early-stage startup. ...
  • Growth Equity. The second type of private equity strategy is growth equity, which is capital investment in an established, growing company. ...
  • Buyouts.
Jul 13, 2021

What is a private institutional investor? ›

An institutional investor is a company or organization that invests money on behalf of clients or members. Hedge funds, mutual funds, and endowments are examples of institutional investors.

What is private institutional capital? ›

Private capital is the umbrella term for investment, typically through funds, in assets not available on public markets. Preqin defines private capital as private investments encompassing the following asset classes: private equity, venture capital, private debt, real estate, infrastructure, and natural resources.

What is the difference between institutional and non institutional clients? ›

Institutional investors pay lower fees and commissions than retail investors do because of the amount of capital being invested in a single transaction. The amount of money at play gives an institutional advisor more negotiating power to lower fees and transaction costs.

What is the difference between institutional and professional investors? ›

Broadly speaking, the main differences between the institutional investor and the retail investor are the rate at which each trades, the volume of money and investments involved in their trades, the costs each pays to invest, their investment knowledge and experience, and the access each has to important investment ...

Who are the big three institutional investors? ›

The “Big Three” institutional investors, BlackRock, State Street Global Advisors and Vanguard, have significant influence on the environmental, social and governance (ESG) policies and related disclosure for public companies.

Who are the largest institutional investors? ›

Vanguard takes institutional lead over BlackRock

Vanguard Group surpassed BlackRock as the largest worldwide institutional money manager. BlackRock remains the world's largest asset manager overall.

What makes an investor institutional? ›

An institutional investor is a large organization that invests money on behalf of others. These investors come in many forms, such as pensions, mutual funds, banks, hedge funds, insurance companies and more.

Is a PE firm an institutional investor? ›

The private equity industry comprises institutional investors, such as pension funds, and large private equity firms funded by accredited investors.

Who is the real owner of BlackRock? ›

Larry Fink is the founder, CEO and chairman of powerhouse investment management firm BlackRock, one of the world's largest asset managers. He and seven partners founded BlackRock in 1988. Originally it was part of The Blackstone Group.

Why did Blackstone and BlackRock split? ›

Fink wanted to share equity with new hires, to lure talent from banks, unlike Schwarzman, who did not want to further lower Blackstone's stake. They agreed to part ways, and Schwarzman sold BlackRock, a decision he later called a "heroic mistake."

What is the meaning of institutional equities? ›

Institutional equity is a special division of a brokerage firm that deals with institutional investors.

Is private equity a financial institution? ›

Private equity (PE) is an area of the financial services industry that involves firms making investments in private companies, or companies that aren't traded on the public stock market.

What is the difference between IB and private equity? ›

In fact, many investment bankers transition to private equity during their careers. However, in private equity, professionals often take a hands-on role in the companies the firm invests in, while investment bankers act as intermediaries, facilitating large financial transactions.

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