Returns & Capital Preservation
Our mission is to deliver enhanced returns and capital preservation to help strengthen retirement portfolios. Our business reflects Blackstone’s strong partnership culture, a personalized approach, a commitment to exceptional performance and uncompromising integrity.
Total Alignment
Total alignment with our clients’ interests is at the core of our asset management philosophy. We are developing solutions designed specifically for the needs of defined contribution plans. Our scaled perpetual funds are available through Collective Investment Trusts (CITs) that can be integrated into professionally managed portfolios and target date funds.
Education
Education is central to our approach. We provide resources that deepen understanding of the structure, benefits, and considerations of private market investing within retirement plans.
Adding private markets to retirement plan menus can give participants access to a broader set of investments, which may help diversify portfolios and support long-term outcomes. [ 2 ]
Illustrative Example: Average Annual Retirement Income [ 3 ]
(Ages 65–80)
“Opening private markets to a broader universe of individual investors is an important evolution in how retirement savers can benefit from enhanced returns and diversification as they look to build wealth for the future.”
This is not an offer to sell or investment advice. Investing involves risks, including loss of capital. Past performance does not predict future returns, and not all strategies have existed for the stated 40 years. Please review performance in offering materials before investing.
Diversification does not ensure a profit or protect against losses.
Hypothetical performance shown is for illustrative purposes only and does not represent the performance of any actual investment. Results may differ materially. The model assumes a participant begins contributing to a 401(k) at age 25 in 2008 with no initial balance, contributes annually through age 65, and experiences a starting salary of $52,000 with 4.5% annual wage growth. Contributions increase from 8.8% of salary at age 25 to 12% at retirement. The hypothetical higher portfolio balance was calculated using asset class weights reflected in the glidepath in the brochure. It assumes a 20% allocation to U.S. private markets and 80% to U.S. public markets, with returns based on average annualized index returns from January 2008 through September 2024. Fixed income is represented by the Bloomberg U.S. Treasury and U.S. Corporate Bond Indices (unhedged), and public equities by the S&P 500, MSCI World ex‑U.S., and MSCI Emerging Markets Indices, with dividends reinvested. Private Credit is represented by the Cliffwater Direct Lending Index with Blackstone’s approximate adjustment for leverage and fees. Private infrastructure is represented by the Cambridge Associates US Private Infrastructure Index net of fees. For data prior to 2008, the Cambridge Associates US Private Infrastructure Index data has been supplemented with international infrastructure data net of fees. Private Real Estate is represented by the NFI-ODCE Index net of fees. Private Equity is represented by the Cambridge Associates Private Equity Buyout Index net of fees. Income assumes 4% annual distribution rate and does not include Social Security.
