Barclays Global Investors clients span 32 countries, and represent nearly half of the world's 300 largest pension funds. They include individual investors, government and corporate retirement plans, financial institutions, charities, endowments and unions.
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In the Europe, Barclays Global Investors manages pension funds for many of the world's largest companies. For example, our clients include 21 of the FTSE 100 companies or their pension funds. Globally our assets under management are as follows.
Top of the class: Assets under management and industry rankings
BGI is the world's largest institutional investor, with more than GBP1,000 billion in assets under management (December 2007). Barclays Global Investors are also the world's largest provider of structured investment strategies such as index, tactical asset allocation and quantitative active management.
When it comes to size, industry rankings often put Barclays Global Investors at top of class. Barclays Global Investors develop a one-on-one understanding of clients' needs before recommending and applying our strategies to clients goals.
Active Equity
BGI's active investment philosophy is distinctive as it uses a scientific approach to equity investment. Barclays Global Investors focus on identifying mis-valuations in security prices. This process systematically exploits market inefficiencies to deliver outperformance relative to a stated benchmark, within specified risk tolerances, while minimising uncompensated risks and costs. This consistent approach forms the foundation for Barclays Global Investors active equity products.
Active Fixed Income
BGI's active fixed income products combine the application of advanced, research-driven investment techniques with risk and cost control measures learned from the index fund industry. Barclays Global Investors focus on searching for opportunities in which their technology and investment processes provide a comparative advantage. Through a scientific approach to investment, Barclays Global Investors claim to be able to build active fixed income portfolios with very attractive risk/return profiles.
Indexing
BGI pioneered the first index strategy in the 1970s, and today it is a successful and widely used modern investment strategy. Applying this innovative focus to their index product offering has allowed BGI to maintain a market leading position and develop an extensive range of index funds in a wide variety of markets, tracking many different indices. BGI claim they have the ability to provide index solutions that satisfy the unique and diverse needs of clients.
Alternatives
BGI offers a range of investments in the alternatives space, including funds delivering exposure to commodity markets, diversified market strategies, absolute return funds and currency funds. Across this diverse set of solutions, BGI consistently applies its quantitative, scientific investment management processes.
Cash Management
BGI consider cash as an asset class in its own right that demands specialist investment expertise to realise its full potential. Barclays Global Investors comprehensive range of cash funds provides clients with the liquidity, risk control and returns they need for effective cash management.
Liability Driven Investments (LDI)
BGI was one of the first asset managers to identify the increasing need for institutional investors to achieve a transparent link between their assets and liabilities. Since the first cash-flow matching portfolio in 1991, Barclays Global Investors have become a market leader in the provision of liability driven investment solutions.
Multi-Asset & Structured Solutions
Barclays Global Investors' Strategic Solution Group was created in 2006 in anticipation of a change in the investment landscape, and in response to an increasing number of queries and mandates from its existing client base - primarily pension funds.
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