Our Business
BlackRock serves institutional, retail and high net worth investors in more than 100 countries through the efforts of professionals located in 27 countries. We strive to leverage the breadth of our global investment expertise and scale, together with our deep understanding of local requirements and business customs, to serve our clients most effectively. Portfolios may be invested in local, regional or global capital markets. Products may be structured to address location-specific issues, such as regulations, taxation, operational infrastructure and market liquidity, and client-specific issues, such as investment policy, liability structure and ratings.
Our organizational structure and culture facilitate strong teamwork globally across both functions and regions in order to enhance our ability to leverage best practices to serve our clients and continue to develop our talent. The global functions – Portfolio Management, BlackRock Solutions ("BRS"), Global Client Groups and Corporate & Business Operations – are key to driving coordination and consistency and to further enhancing the benefits of our scale. The regions – Americas, EMEA and Asia-Pacific – support local clients, employees, regulators and business strategy. At December 31, 2011, 44% of our AUM was managed for clients outside the United States and 43% of employees were based outside the United States. We expect these figures to approach 50% over the coming years.
Global Clientele
Americas
At year-end 2011, assets managed on behalf of clients domiciled in the Americas (defined as the United States, Caribbean, Canada, Latin America and Iberia), totaled $2.123 trillion, or 60% of total AUM, down $54.0 billion, or 2%, since year-end 2010. Net new business in long-term products of $54.7 billion was insufficient to overcome outflows of $69.4 billion from cash and advisory and $29.2 billion in market valuation losses.
During the year, we served clients through offices in 30 states in the United States, Canada, Mexico, Brazil, Chile and Spain. Offerings included closed-end funds and iShares traded on various local stock exchanges, a full range of open-end mutual funds, collective investment funds, common trusts, private funds and separate accounts. The long-term product mix is well diversified with 53% in equities, 37% in fixed income, 7% in multi-asset class and 3% in alternatives. Cash management products predominantly serve clients in the Americas. We also provide a wide variety of BRS services for institutional investors and governmental entities in the United States and Canada.
The mix by investment style is also balanced, with 39% of long-term AUM managed in active products, 35% in institutional index accounts and 26% in iShares at year end. These iShares figures are based on the jurisdiction of the product rather than the underlying investor. Non-U.S. investors often prefer U.S. iShares, primarily due to the depth of the markets and liquidity of the products.
Europe, Middle East, Africa ("EMEA")
AUM for clients based in the EMEA region ended the year at $1.027 trillion, or 29%, of total AUM, an increase of $11.1 billion from year-end 2010. During the year, clients awarded us net new business of $23.5 billion, including inflows from investors in 19 countries across the region. Our offerings include fund families in the United Kingdom, Luxembourg and Dublin, and iShares listed on stock exchanges throughout Europe as well as separate accounts and pooled investment products.
Clients invested across the entire product spectrum with 46% of long-term AUM in equities, 43% in fixed income, 9% in multi-asset class and 2% in alternatives at year end.
EMEA clients constituted 30% of our cash management products and 11% of our advisory AUM. BRS has steadily built its presence in EMEA, serving a variety of institutional investors with Aladdin services and winning Financial Markets Advisory ("FMA") engagements for financial services companies and official institutions, including assignments for the Central Bank of Ireland and the National Bank of Greece.
The EMEA mix by investment style is slightly more concentrated than in the Americas, with 36% invested in active products, 53% in institutional index accounts and 11% in iShares. The relatively higher percentage in institutional index is driven by low-fee institutional liability hedging portfolios, which account for approximately 20% of total institutional index assets. The relatively lower percentage in iShares primarily reflects the earlier stage of development of the European exchange traded product ("ETP") market and our lower installed share.
Asia-Pacific
Clients in the Asia-Pacific region are served through offices in Japan, Australia, Hong Kong, Singapore, Taiwan and Korea, and joint ventures in China and India. At December 31, 2011, we managed $362.3 billion of AUM for clients in the region, a decrease of 1%, or $5.3 billion, from year-end 2010. Net new business of $5.7 billion was offset by $2.3 billion of unfavorable market movements and $8.7 billion of BGI merger-related outflows.
At year end, the mix of long-term products managed for these clients consisted of 43% equities, 47% fixed income, 4% multi-asset class and 6% alternative investments. Asia-Pacific clients represented 2% of our advisory AUM and less than 1% of our cash management products. BRS serves a select number of the largest and most sophisticated investors in the region. We continue to grow our presence in the region with the addition of our first two multi-asset Aladdin assignments in Japan.
The Asia-Pacific mix among investment styles was tilted more toward institutional index accounts than in the other regions, with $221.0 billion, or 62%, of long-term AUM in these products. This bias can be traced to the presence of very large governmental institutions and pensions that are heavy users of index products. Asia-Pacific institutional investors also use iShares for tactical allocation, but often favor the liquidity of the U.S. products (which are counted in Americas iShares). Active mandates represented 36% of AUM managed for investors in the region at year end.