Choose how you partner with BlackRock for your investment process
BlackRock is committed to helping your clients experience greater financial well-being. Our menu of resources allows you to choose how hands-on or hands-off you’d like to be through the investment process.
If you’re more hands on managing client portfolios, leverage market insights from our model portfolio managers including quarterly trade commentaries and podcasts to help inform your approach.
Explore model portfolios by common categories like growth, income, tax-aware and more.
Upload your portfolios to 360° Evaluator view key attributes, compare it to other portfolios, and optimize for market movements or evolving client needs.
How BlackRock model portfolios have adapted to markets
How BlackRock helps you deliver during challenging times
BlackRock asked more than 300 financial advisors how COVID-19 market volatility impacted their practices. What we learned was not surprising: advisors who used model portfolios experienced a smoother ride for their practice and their clients.
Source: BlackRock. Survey Methodology Overview: In response to the COVID-19 induced volatility, during the week of 5/4/2020, BlackRock collected responses to a 15 question survey about wealth outsourcing (SMA & Models usage) experience and intentions from approximately 305 financial advisors across more than 10 independent and wire channel firms. The results above are a snapshot of the data collected as of 5/11/2020.