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.
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
Deep levels of customization
Deep levels of customization
BlackRock PMs take a consultative approach to personalize portfolios around risk tolerance, tax sensitivity and values.
Risk managed
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