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
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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

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Access to experts
Access to a team of global investment professionals, including local portfolio managers (PMs).1
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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

    Tomorrow’s themes, today: Investing in themes

    May 09, 2025|ByJay JacobsScott Gladstone

    Markets are more thematic and dynamic than ever; shouldn’t your portfolio be too? A thematic rotation strategy provides flexibility and greater diversification.

  • Equity

    Weathering market volatility with loss harvesting

    May 08, 2025|ByLisa GoldbergMike Branch

    Explore how tax-aware investors can leveraged tax loss harvesting during the 2025 tariff volatility to gain tax benefits amid market turbulence.

  • Equity

    2025 Spring Investment Directions: Exposures for volatile markets

    Apr 28, 2025|ByGargi Pal ChaudhuriKristy Akullian, CFA

    2025 Spring Investment Directions outlines investment opportunities across asset classes, regions, and strategies based on our market and macroeconomic views.

  • Equity

    Assess the tax benefits of direct indexing

    Apr 25, 2025|ByPatrick GeddesTaotao Cai

    Learn more about the tax benefits and considerations of direct indexing strategies

  • Equity

    Equity Market Outlook

    Apr 24, 2025|ByJeff ShenRaffaele SaviTony DeSpirito

    What can investors expect after the dramatic moves to start the year? Our active equity experts offer their thoughts on key themes they see affecting equity markets in the months ahead.

  • Equity

    2025: Are International Equities and U.S. Value Stocks Back?

    Apr 23, 2025|ByLauren RoweMark Orans

    So far in 2025, international & value equities have outperformed, reversing recent market trends. The BIID & BLCV ETFs from BlackRock Fundamental Equites offer exposure to these segments.