RESOURCES FOR YOUR ROLE

Optimize your client portfolios

Whether you create custom portfolios for each client or use scalable models for all your clients, BlackRock’s tools and resources can help you stay on top of all things investment management.

Sharpen your skills

Earn CE credits as you hone your craft. Watch our portfolio management videos to learn best practices around rebalancing, diversifying, boosting tax efficiency and more.
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Streamline client portfolios

Master the 4 steps of an efficient investment process to grow client confidence and your business.
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Think beyond 60/40

Learn about the different types of alternative investments and how to best use them in your portfolio. CE available.
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Optimize after-tax returns

Identify tax-efficient investment strategies you can apply in client portfolios. CE available.

Portfolio insights

Whether you’re a financial analyst or the CIO of your advisory team, get the insights that matter most to you as a portfolio builder.

  • Multi-Asset

    Rates still a risk for stocks

    In this article, Russ Koesterich discusses the risk of higher interest rates and the potential impact (both positive and negative) such a move could have on markets.

  • Multi-Asset

    Shifting Artificial Intelligence leadership is an opportunity

    In this article, Russ Koesterich discusses why the recent shift in technology and AI-related leadership could prove to be an investment opportunity.

  • Fixed Income

    Stay long gold, just not as a hedge

    In this article, Russ Koesterich discusses why gold may continue to advance in 2025 despite a stronger dollar and elevated real rate environment.