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.

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

    Thematic Investing Mid-Year Update

    Jul 10, 2025|ByJay Jacobs

    Explore the latest investment trends in AI and geopolitics through the lens of thematic investing in our 2025 mid-year update.

  • Equity

    Quality Control: Investor Choice in Quality ETFs

    Jul 09, 2025|ByPriya Panse, CFA

    Amidst heightened market uncertainty, investors may consider seeking quality through a variety of investment option.

  • Equity

    Long/short extensions diversify concentrated stock tax-neutrally

    Jul 03, 2025|ByLisa Goldberg

    Learn more about how BlackRock's long/short loss-harvesting strategy can help diversify concentrated tax neutrally