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
Stairs steps

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.
Light bulb
Idea generation
Collaborative approach across the firm to identify attractive investment opportunities.
magnifying glass
Research and analysis
Data-driven analysis that helps inform investment decision-making.
tools
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
Block icon
Deep levels of customization
BlackRock PMs take a consultative approach to personalize portfolios around risk tolerance, tax sensitivity and values.
shield
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

    Outcome ETFs – A powerful tool for a changing world

    Mar 27, 2025|ByRobert Hum, CAIA

    Discover what is behind the growth of outcome ETFs and why they can be a powerful tool within your practice.

  • Equity

    How tariffs may affect markets and investment portfolios

    Mar 05, 2025|ByCarolyn Barnette

    New trade policies may affect markets but we still favor U.S. equities and diversifying through high-quality short-term bonds, 'plus' sectors, and alternatives.

  • Equity

    Outcome ETFs for accelerating growth potential

    Jan 21, 2025|ByRobert Hum, CAIA

    Markets have often experienced moderate quarterly returns. Explore how options-based ETFs may enhance return potential during periods of moderate growth.

  • Equity

    Time to shine for quality, International Equities?

    Jan 09, 2025|ByOlivia Treharne, CFABlackRock Fundamental Equities

    US equities have done well, but international quality stocks may outperform. BIDD ETF offers diversification from BlackRock’s Fundamental Equity team.

  • Equity

    Multi-Asset Income model portfolios add option-based strategies

    Dec 26, 2024|ByGargi Pal ChaudhuriJustin Christofel, CFA

    Increase yield for income-focused clients with iShares BuyWrite ETFs: options-based ETFs that offer monthly cash flow and a differentiated source of yield.

  • Equity

    Taking Stock: Q1 2025 equity market outlook

    Dec 20, 2024|ByTony DeSpiritoBlackRock Fundamental Equities

    Can U.S. stocks three-peat with another strong year in 2025? Fundamental Equities CIO Tony DeSpirito offers his answer and outlook for the months ahead.