The BlackRock Investment Quality tool lets you assess the health of your portfolios at an individual fund level and proactively identify opportunities to make changes.
Whether you’re interested in simplifying your due diligence process, managing transition events, or wowing prospective clients, getting started with IQ is easy.
Choose a saved portfolio, multiple portfolios, or a list of holdings you’d like to analyze. Or, you can create a new portfolio from scratch. The tool can analyze 50 portfolios with up to 300 unique holdings at once.
Let’s select a saved portfolio to analyze.
The first analysis screen you’ll see is the Overview page where you’ll easily see a breakdown of how many funds in your portfolio fall into each of the three “health” status categories.
Scroll down to get a better understanding of why some funds may have been flagged for your attention. Or, click through to the Fund Details page to immediately dive deeper into funds in a particular health status category.
The IQ tool analyzes positions across 9 different criteria such as tax exposure or hidden risk. You can expand columns to explore further as you evaluate holdings.
Then dive deeper into a specific fund. From here you can review additional details, edit allocations or tag the fund for different follow up actions. Based on your current assessment, you can tag funds for consideration as “buy,” “hold,” or “sell.” Or, add a fund to your watchlist to check back in on it another time.
You can also check out additional fund ideas that might fulfill a reasonably similar position as a fund that has been flagged. Fund ideas include BlackRock and iShares products, and you can toggle here to show just mutual funds or ETFs. If you’ve previously tagged funds as ‘buy’, you can also toggle “show my buy funds” to show your preferred products as fund ideas.
Fund statuses will be updated monthly, so check back regularly to simplify your due diligence process and monitor portfolios over time.
