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OUR TRACK RECORD

Our FinTech Evolution team is built for purpose, and each one of use have a proven track record of value creation. 

Selected Examples of Success

BGI & iShares

Scaled BGI, grew iShares into the global leader in the fastest growing asset management product.

Successfully operated and scaled BGI into a $13.5bn business, through the ‘08 financial crisis, and sold to BlackRock in ‘09.

Our strategic and operating playbook created of the fastest growing asset management stories.

Scaled iShares from a new product to one of the largest revenue generators with BlackRock today.

Estimated ~$30bn EV

iShares profit margins in excess of BlackRock's average margins.

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20x Value Creation at BGI*
15x Profit Growth**

* As measured by BGI tracking stock between 2000 and 2007

** Between 2001 and 2008

"TRIUMPH OF THE NERDS"
(BARRON'S)

Quietly, Barclays Global Investors has become America's largest money manager. The secret: a quantitative approach and hitting lots of singles and doubles.

"OUTSMARTING THE MARKET
(BLOOMBERG BUSINESSWEEK)

Behind Barclay's quest to build a world-class team of academic quants that systematically does the impossible

"BARCLAYS GLOBAL INVESTORS AND EXCHANGE TRADED FUNDS"
(HARVARD BUSINESS REVIEW)

Provides an overview of the Exchange Traded Funds (ETF) industry and highlights the leadership role that Barclays Global Investors (BGI) has played in this developing asset class. 

AssetMark

Transformed AssetMark into a premier WealthTech platform.

$21bn

PLATFORM ASSETS

2013

AssetMark is purchased from Genworth as a corporate "orphan"

Key Decisions Driving Success:

✓ Re-engineer sales and sales function

✓ Re-design investment platform, improving efficacy

✓ Re-architect technology platform, modernizing design and capabilities

✓ Execute accretive consolidating M&A

✓ Rebuild management team

Aon

Grew from start-up to a top-3 global OCIO player amassing over $180bn

Emerging client need around fully supported investment advice and outsourcing to help clients access best-in-class investments at scale.

Developed an outsourced CIO (OCIO) model, becoming a discretionary asset manager to fully serve clients with investment management strategies and implementation.

Sequentially built OCIO capabilities to serve the global defined benefit (DB), defined contribution (DC) and endowment and foundation (E&F) markets.

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Note:DB (Defined Benefit), DC (Defined Contribution), E&F (Endowment and Foundation)

Key Decisions Driving Success

Creating a new product platform and scaled infrastructure

to support a discretionary asset management business

Creating a global investment team and investment track record

and funds to support the OCIO solution offering

Launching a state-chartered bank

to create and support collective investment funds

Developing partnerships

to help support distribution growth

Acquiring talent

across sales, client management, research, product management, compliance, operations and technology

Acquisition and integration of Townsend Group

a best-in-class Alternatives Manager of Manager, in 2017