BlackRock Active Equity SMAs

BlackRock’s equity separately managed accounts (SMAs) help advisors deliver personalized portfolios of individual stocks seeking to align with their clients’ objectives and values.

Are you a Financial Advisor? Contact an SMA specialist Are you a Financial Advisor? Contact an SMA specialist
Equity SMAs

BlackRock active equity SMAs

10+ strategies providing domestic, international and global market exposure.

BlackRock’s approach to the investment process

Our team of experts and technology work together to construct portfolios seeking to deliver consistent alpha.
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Idea generation
Collaborative approach across the firm to identify attractive investment opportunities.
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Research and analysis
Data-driven analysis that helps inform investment decision-making.
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Portfolio construction
Disciplined portfolio construction process with an emphasis on mitigating risk.

> Taking stock: Equity market commentary

Access quarterly market views from the BlackRock Fundamental Equities team

Benefits of partnering with BlackRock

People
Access to experts
Access to a team of global investment professionals, including local portfolio managers (PMs).1
Deep levels of customization
Deep levels of customization
BlackRock PMs take a consultative approach to personalize portfolios around risk tolerance, tax sensitivity and values.
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Risk-management
Proprietary tools designed to help you better understand risk and its implications to your portfolio.

Additional solutions offered through BlackRock’s SMA platform

Aperio tax-managed equity SMAs

Learn more about our personalized, tax-managed equity separately managed accounts.
Explore tax-managed equity SMAs Explore tax-managed equity SMAs

Option overlays

Learn about option overlays and how they can be used in coordination with an equity SMA.
Explore option overlays Explore option overlays

Equity Insights