Help clients allocate to equity with their portfolio goals in mind

Consider starting with your base and then tip the scale toward seeking resilience or growth to help optimize your equity mix based on your larger asset allocation.
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Build your base

Use low-cost, tax-efficient ETFs to access strategic, long-term exposures that aim to track broad markets.
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Seek resilience

For overall conservative portfolios, consider allocating more to defensive equities that can help outperform during periods of higher volatility.
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Seek growth

For overall aggressive portfolios, investors may want to consider growth oriented equities designed to seek outperformance.

See how our equity offerings can fit into your clients' portfolios

BlackRock offers a variety of portfolio and investment tools to help financial professionals build an asset allocation that best fits their clients’ portfolios. Use our tools which have been designed to provide reliable, unbiased data for BlackRock & non-BlackRock ETFs and mutual funds.
Assess fund health

Assess fund health with Investment Quality

With Investment Quality (IQ), identify the health of individual mutual funds and ETFs across your book and proactively identify potential opportunities to make changes.
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Analyze client portfolios with 360° Evaluator

Use 360° Evaluator to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors and much more.

Take a year-round approach to tax-efficient investing

Taxes can have a greater impact on portfolio returns than fees. BlackRock's Tax Center provides resources to help you keep tax efficiency in focus throughout the year.
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Explore the latest insights on equity investing

Take a deeper dive into how BlackRock’s equity strategies and insights can help you seek the best potential outcomes for clients' portfolios.

  • Equity

    Equity Market Outlook

    Stocks have experienced volatility and rotations to start the year. Our Q2 equity market outlook explores key themes to watch as 2026 continues to unfold.

  • Equity

    How to seek powerful themes in client portfolios

    Mar 20, 2026|ByJay Jacobs

    Explore the role thematic investments can play in portfolios.

  • Equity

    An equity investor’s guide to 2026

    Feb 04, 2026|ByBlackRock Fundamental Equities

    What’s in store for stocks as the calendar flips to ’26? Equity CIO Carrie King discusses AI, earnings, volatility and regions and sectors worth exploring.