In 5 Years, Asset Managers Won’t Just Track Indexes
What does BlackRock’s aggressive push into private markets mean —and what can strategic investors learn from it?
BlackRock is rewriting its playbook.
With $11.6 trillion AUM, the world’s largest asset manager has built dominance through low-cost ETFs. But now it’s executing a $30B shift into private markets—acquiring infrastructure, credit, and data firms like GIP, HPS, and Preqin.
Why? Because margins matter.
One ETF with $600B in assets generates just $180M in revenue.
The same amount in alternatives is expected to generate $3B—a 16x improvement.
Alternatives already represent 15%+ of BlackRock’s total revenue, and they’re just getting started.
This marks a new chapter in the industry: the rise of performance-based, private asset strategies.
Do you believe the next decade of alpha will be built in public markets—or in private ones?
What are you doing to adapt your portfolio for this shift?
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