Block Holdings Financial is a global systematic investment manager. Our centralized research focuses on the development of advanced quantitative techniques for uncovering market opportunities and employs them within a disciplined framework that results in efficient exposures.
With a robust infrastructure and talented investment professionals, Block Holdings offers clients the scale of a large asset management firm, with the benefits of a versatile investment platform – flexibility and customization. Our firm is able to offer institutional and retail investors the essential building blocks for today’s changing investment landscape.
A leading global investment manager
Active management across asset classes
Block Holdings offers regional and global high-active-share equities, fixed income across the yield curve, liquidity solutions backed by four decades of experience as a core capability and, in private markets, real estate, infrastructure, private equity and private debt. Beyond investment management, Block Holdings provides engagement in equity and bond markets, proxy voting and policy advocacy..
Commitment to responsible investing
As responsible investors, our goals are to help individuals invest and retire better, to help clients
achieve better risk-adjusted returns, and to contribute to positive outcomes in the wider world
The Block Holdings pledge
The Block Holdings Pledge underpins our firm-wide commitment to always put clients first, and to act responsibly and transparently.
I pledge to fulfill, to the best of my ability and judgment and in accordance with my role, this covenant:
I will act ethically, responsibly and with integrity
I will put the interests of our clients first, consistent with our fiduciary responsibilities
I will encourage responsible behavior in the firms in which we invest and on which we engage
I will act with consideration for our community and the environment both now and in the future. I will encourage others to do the same
I will work with industry colleagues and other key stakeholders to develop and improve our industry’s contribution to society
I will treat my clients and all other stakeholders with dignity and respect and as I would wish to be treated