BlackRock 贝莱德
- 1988年：公司成立，最初名为BlackRock Financial Management。
- 1999年10月：在纽约证券交易所上市(BLK)。
- 2006年：与美林（Merrill Lynch）的资产管理部门合并，进一步扩大了其业务范围。
- 2009年：购买巴克菜全球投资者（Barclays Global Investors），成为全球最大的投资管理公司。
- 截至2025年3月31日，管理规模11.6万亿美元。
BlackRock Systematic Total Alpha(STA) 贝莱德智慧数据多策略总回报基金
Systematic Total Alpha（简称：STA策略）包含9大类子策略，底层涵盖70多个模型。
- 全球大盘股 Global Large Cap
- 全球小盘股 Global Small Cap
- 新兴市场 Emerging Markets
- 中短线交易 Mid Horizon
- 宏观 Cross-Asset Macro
- 利率相对价值 Rates Relative Value
- 信贷多空 Credit Long/Short
- 资本结构 Equity and Capital Structure
- 抵押贷款和证劵化 Mortgage & Securitized Credit
将源自BGI超过20年研发迭代和实盘运作的不同策略组合在一起，追求收益来源和风险的多重分散化。寻求与大盘、因子和其他主动管理策略较低相关性。成立至今，和标普500指数相关性-0.08。
贝莱德通过集团平台在技术支持、数据采购、前沿理论研究和交易等多个方面为投资策略提供强大赋能。
例如，贝莱德拥有行业领先的技术平台阿拉丁，年度数据采购费用超过1000万美元，并与斯坦福大学合作成立了AI实验室等等基础设施建设。
作为系统化投资的领导者，贝莱德目前有超过800个底层交易信号，并持续更新迭代。
费率：
申购费: 1%
管理费: 1.5% + 0.80% = 2.30%
业绩提成: 20% (Hurdle Rate：ICE BofA 3-month T-bill Index)
Published Nov 17 2025
The world’s largest asset manager might be best known for its dominance in the realm of index trackers, but BlackRock plans to take on the giants of hedge fund land.
The US fund group, which has $13.5tn of assets under management and is led by Larry Fink, is revamping its flagship quant hedge fund as it seeks to compete with industry stalwarts such as DE Shaw, Citadel and Millennium.
BlackRock is adding stockpickers to Systematic Total Alpha, its top mathematical and data-driven hedge fund, following a strategy pursued by multi-manager hedge funds that house human and computer-driven strategies under one roof, writes Costas Mourselas.
The quant fund is also expanding fundraising efforts to challenge larger rivals after securing the three-year trading record required by many allocators to invest.
STA had $7bn in capital to invest as of the end of October, up from $5bn in August, but is still a relative minnow compared with the multi-strategy firms Citadel and Millennium.
Between its launch in June 2022 and October this year it returned 14 percent on an annualised basis, net of fees, a strong performance for a three-year period but one that STA will need to show it can maintain over a longer timeframe.
STA is only part of BlackRock’s wider hedge fund business, which has about $90bn in client assets, making it one of the biggest hedge fund platforms in the world. BlackRock has increasingly been investing in its alternative asset management business, having purchased private credit manager HPS for $12bn last year.
BlackRock does not plan to recruit from outside the group but to make use of existing employees elsewhere in its hedge fund business to help increase the stability of STA’s returns.