About Us
Financial Star is a subsidiary of BlackRock, a leading global asset management company. Headquartered in the United States , it integrates BlackRock 's global asset management network, Renaissance Technologies' top quantitative algorithms and Waystone's compliance capabilities, and focuses on providing innovative solutions in the fund and private equity fields for institutions and high-net-worth clients. Relying on our self-developed AI platform, we analyze massive data in real time and capture invisible market patterns. The annualized return of our flagship fund in the past five years is 19.3%, and the maximum drawdown is strictly controlled to 8.2%. Through 18 global compliance certifications, we ensure that 95% of our holding decisions are traceable. The portfolio drawdown during the epidemic period in 2020 was only 5.3%, while the S&P 500 fell by 19% during the same period. With data-driven innovation and transparency to rebuild trust, we continue to push the boundaries of AI finance - from Pre-IPO unicorn sniping to cryptocurrency volatility capture, so that every capital can be steadily increased in value under the dual protection of algorithms and supervision.
vision & returns
Our vision is to deliver superior returns to our clients through cutting-edge artificial intelligence (AI) and quantitative trading strategies. Our mission is to create sustained high...
Returns for our clients using data-driven innovative technologies combined with strict risk management and transparency standards.
Core Business
Smart Fund Management
Providing investors with excess returns + intelligent risk control: the flagship fund has an annualized return of 19.3% in the past five years, with a maximum drawdown of 8.2%. The cryptocurrency fund will return 25.6% in 2024, capturing on-chain fluctuations through AI.
Strategic Private Equity
Allow institutions to seize the dividends of unicorn explosion: AI quantitative screening of Pre-IPO targets (such as European data center projects with an IRR of 34%), and share BlackRock's global primary market resource pool.
High Net Worth Wealth Manager
Achieve zero friction in wealth inheritance: Dynamic tax optimization reduces the cost of cross-border asset transfer by 34%, and the AI investment advisory system supports real-time risk customization (annualized target of 12%-18% can be set independently).
Institutional Investment Education Workshop
Empowering customers to develop strategies that evolve on their own: The virtual engine simulates historical crisis scenarios (such as 2008/2020), with a customer autonomous strategy optimization rate of 41% in 2024, and monthly algorithm workshops driving transparent decision-making.
Precision combination custom workshop
Demand is code: The 6% volatility cap portfolio has an annualized return of 14.8%, carbon neutrality theme investment reduces carbon intensity by 59%, and the T+0 position adjustment mechanism avoids a flash crash loss of US$120 million.
Global liquidity hub
Solving the dilemma of cross-border cash flow: AI predicted fluctuations in 146 currencies, reducing foreign exchange hedging costs by 22%; AI pricing in the secondary market for private placement shares facilitated a transfer of US$1.7 billion.
Heritage and Impact Investing
Let wealth appreciation and sustainability go hand in hand: The Education Equity Fund has an annualized return of 11.9% while improving resources for 2.3 million students, and the SDGs goals are deeply integrated into asset allocation.
Professional risk management guarantee
We have an industry-leading risk management system to ensure the safety of customer assets. The platform adopts a multi-level risk control strategy (based on market data analysis from 2010 to 2024), successfully controlling investment volatility within 8%, and the customer asset preservation rate in 2024 reached 97%, escorting your investment.
Development History
Founding and early success
Established as a subsidiary of BlackRock with initial capital of $500 million.
Launched its first fund, Equity Alpha, which returned 12.5% that year, outperforming the S&P 500 index by 4.8%.
Collaborate with Renaissance Technologies’ AI models to lay the foundation for future growth.
2018
Expansion and market resilience
Assets under management (AUM) grow to $1.2 billion, Global Opportunities Fund launched.
Annualized return of 14.3%, responding to market volatility through AI-driven risk adjustment, outperforming the MSCI World Index by 6.1%.
Waystone's regulatory support drives European market expansion.
2019
Leaders in recovery
Despite the global market downturn, it still achieved a return of 18.7%, using AI to identify technology and the recovery trend of the medical industry.
AUM increased to US$2.5 billion and launched a private equity fund targeting AI-driven startups.
Outperforming peers by 9.2% during the COVID-19 recovery phase.
2020
Record growth
AUM surged to $4.8 billion, with an alpha return of 22.1% for one equity.
The Sustainable AI Fund was launched, in line with BlackRock’s ESG (environmental, social, and governance) focus, with a return of 15.9%.
Rated as a top performer in quantitative strategies by industry analysts.
2021
Market adaptation
Achieved a return of 13.8% in a challenging market environment, outperforming the FTSE World Index by 5.4%.
Private equity portfolio added $1 billion in investments, focusing on fintech and infrastructure.
Collaborate with Renaissance Technologies’ latest algorithms to enhance the prediction accuracy of AI models.
2022
Integration and Innovation
AUM grew to $7.3 billion, with an annualized return of 16.5%, driven by successful trading in emerging markets.
Launched AI Diversified Fund, which gained 17.2% and attracted $1.5 billion in new capital.
Strengthening collaboration with Waystone to ensure compliance with evolving global regulations.
2023
Industry leadership
Recorded a gain of 19.3% and AUM reached US$10.1 billion, consolidating Financial Star’s market leadership.
The launch of a cryptocurrency-focused fund, leveraging BlackRock’s expertise in digital assets, yielded a 25.6% gain.
Recognized for AI innovation in investment management.
2024
(as of March 11)
From the beginning of the year to March 11, the return was 8.4%, and the AUM reached US$10.8 billion.
Outperformed major indices by 3.2%, thanks to AI-optimized trading in volatile markets.
It is planned to launch a new global macro fund in the second quarter of 2025.
2025
Team members
Dr. Ying Zhang – Chief Executive Officer
PhD in Applied Mathematics from MIT, former Chief Quantitative Analyst at Renaissance Technologies. Responsible for strategic direction and AI integration, with more than 15 years of quantitative trading experience.
Hans Schulz – Chief Investment Officer
MBA from Wharton School, managed global equity portfolio at BlackRock for 20 years. Lead fund management and investment strategy, ensuring compliance with BlackRock’s fiduciary standards.
Dr. Anisha Patel – Head of AI Research
PhD in Machine Learning from Stanford University, worked with Renaissance Technologies to develop algorithmic trading models. Promoted the development of proprietary AI platforms, focusing on predictive analysis and market modeling.
Claudia Müller – Chief Compliance Officer
Master of International Financial Law from University of London, worked in regulatory affairs at Waystone for 12 years, ensuring global regulatory compliance and overseeing risk management framework.
Liam O'Connor – Head of Private Equity
Bachelor of Economics from Trinity College Dublin, 18 years of private equity experience, focusing on technology investment. Manage private equity portfolio, targeting AI-driven startups and infrastructure projects.
Dr. Hiroshi Tanaka – Senior Quantitative Analyst
PhD in Statistics from the University of Tokyo, 10 years of experience developing trading algorithms at Renaissance Technologies, improving AI models and conducting real-time market analysis to optimize funds.
Sofia Ricci – Client Relations Director
Bachelor of Finance from Bocconi University, worked in client management at BlackRock for 15 years, building and maintaining relationships with institutions and high-end clients worldwide.
Larry Fink – Chairman of the Board
CEO, BlackRock
Technical highlights
Thousand-fold data processing engine
By analyzing 1.2 million cross-market signals per second and integrating unstructured data such as satellite imagery and supply chain logistics, the speed of strategy iteration will be increased to 3.6 times the industry average in 2024.
A revolution in forecast accuracy
The reinforcement learning model based on the Renaissance Technologies algorithm achieved a 72-hour price fluctuation prediction accuracy of 91.5%, and warned of a technology stock correction 48 hours in advance during the 2022 U.S. stock bear market.
Risk fuse system
Integrating BlackRock Aladdin real-time monitoring, AI dynamically calculates the correlation of 10,000+ risk factors, compressing the portfolio volatility to 28% of the S&P 500 index during the 2020 epidemic period, with a maximum drawdown of only 5.3%.
Compliance computing power
Waystone-certified intelligent audit chain enables 95% of position decisions to be traced back to the data source, meeting 18 global regulatory penetration reviews such as the SEC and MiFID II.
Quantum empowerment outlook
The research and development of quantum optimizers will be launched in 2025. The first batch of hybrid computing strategies will reduce the time for portfolio optimization from 4.2 hours to 9 minutes, and is expected to increase arbitrage returns by 23%.
