Asset Management and IP

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    Edwin Ng, CFA, CA
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    The asset management industry players leverage the firms’ expertise and generates proprietary research to provide insights on the global economy, markets, geopolitics and long-term asset allocation – all to help clients and portfolio managers navigate financial markets. Funds offer strategic and tactical market views, publications and digital tools that are underpinned by proprietary research.
    For BlackRock, the BlackRock Investment Institute’s research focuses on three main areas:
    – Generation of in-depth, proprietary economic and markets research for BlackRock’s portfolio managers and clients. Shared through internal notes, BlackRock Macro and market perspectives publication, BlackRock macro insights page and the proprietary data on the BlackRock macro dashboard.
    – Developing the core research principles and intellectual property that underpin BlackRock’s approach to portfolio design, such as the Capital market assumptions and portfolio optimization tools.
    – Global strategist team develops actionable, tactical views for their clients and client-facing professionals, through Weekly commentary and quarterly Global investment outlook on tactical views

    Trademarks may be found in the US Patent and Trademark Office (USPTO) website using the Trademark Electronic Search System (TESS). For BlackRock®, you may see the search result here: http://tmsearch.uspto.gov/bin/showfield?f=doc&state=4802:r3wdzg.3.10. Similar one of the ETF types under blackrock, iShares, is also a registered trademark: https://safe.menlosecurity.com/http://tmsearch.uspto.gov/bin/showfield?f=doc&state=4802:r3wdzg.4.2

    In Singapore, the Monetary Authority of Singapore published new guidelines on Environmental Risk Management for Asset Managers on 8th December 2020. These guidelines set out MAS’ expectations on environmental risk management for all fund management companies and real estate investment trust managers. Guidelines were set out to enhance fund management companies’ and real estate investment trust managers’ management of environmental risk.
    The guidelines cover:
    – Governance and strategy
    – Research and portfolio construction
    – Portfolio risk management
    – Stewardship
    – Disclosure of environmental risk information
    MAS expects an asset manager’s approach to managing and disclosing environmental risk to mature as the methodologies for assessing, monitoring and reporting such risk evolve. An asset manager should implement these Guidelines in a way that is commensurate with the size and nature of its activities, including the investment focus and strategy of its funds/mandates. For avoidance of doubt, the Guidelines shall not prohibit or restrict an asset manager from complying with applicable laws and discharging their fiduciary duties and other legal obligations to their customers.

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