Explore featured model portfolios by goal

Start exploring featured model portfolios by common client goals.
To view all model portfolios, log in to Model Evaluator.

See the methodology for each category here >

178 model portfolios
Latest Trade Date
Model Family
Objective
Underlying Investment Vehicle(s)†

Trading Frequency††

Latest Trade Date
Objective

Core models for investors across a full risk spectrum

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

5/20/25

Objective

Core models for investors in taxable accounts across a full risk spectrum.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

2/27/25

Objective

Models for active investors combining team-affiliated alpha funds, with factor and index products from multiple managers, traded monthly.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Tactical (>8x per year)

Trade Date

6/18/25

Objective

Models for active investors in taxable accounts combining team-affiliated alpha funds, with factor and index products from multiple managers, traded monthly.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Tactical (>8x per year)

Trade Date

6/18/25

Objective

Models for investors who are focused on growth and income.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

6/24/25

Objective

Models for investors in taxable accounts who are focused on growth and income.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

6/24/25

Objective

Models built using investments from multiple managers.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

5/20/25

Objective

Core models for investors across a full risk spectrum with alternatives.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

5/20/25

Objective

Core models for investors in taxable accounts across a full risk spectrum.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

2/27/25

Objective

Models that offer exposure to companies that exhibit favorable environmental, social and governance (ESG) practices.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

5/20/25

Objective

Core models for investors across a full risk spectrum.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

5/20/25

Objective

ETF and MF model with alts rebalanced on a quarterly basis (TAWA custom)

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

5/20/25

Objective

Models built for high-net-worth clients, featuring exposure to individual stocks and bonds through SMAs paired with ETFs.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

5/20/25

Objective

Models built for high-net-worth clients, featuring exposure to individual stocks and municipal bonds through SMAs paired with ETFs.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

2/27/25

Objective

Models designed to generate a target level of income with an eye on managing risk.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

5/20/25

Objective

Models designed to generate a target level of income with an eye on managing risk.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

5/20/25

Objective

Models for active investors combining team-affiliated alpha funds, with factor and index products from multiple managers, traded quarterly.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

6/18/25

Objective

Models for active investors in taxable accounts combining team-affiliated alpha funds, with factor and index products from multiple managers, traded quarterly.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

6/18/25

Objective

Models for investors with a long-term mindset.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Strategic (1x per year)

Trade Date

2/27/25

Objective

Models for investors with a long-term mindset.

Underlying Investment Vehicle(s)†

MFs

Trading Frequency††

Strategic (1x per year)

Trade Date

2/27/25

Objective

Models for investors who are focused on growth and income.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

6/24/25

Objective

Models for investors in taxable accounts who are focused on growth and income.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

6/24/25

Objective

Model that offers exposure to liquid alternatives with an opportunistic focus and is intended to be paired with a traditional stock/bond portfolio.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Strategic (1x per year)

Trade Date

2/27/25

Objective

Model that offers exposure to liquid alternatives with a diversification focus and is intended to be paired with a traditional stock/bond portfolio.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Strategic (1x per year)

Trade Date

2/27/25

Objective

Models that capture uncorrelated sources of portfolio returns.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

2/27/25

Objective

Model portfolios utilizing inputs specific to women investors, including longevity, income and earnings gaps.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

2/27/25

Create custom model portfolios with BlackRock

You or your firm can partner with a dedicated BlackRock portfolio manager to create an actively managed custom model portfolio that reflects specific needs and preferences, across portfolio construction, trading frequency, and more.
Icon of multiple colored shapes

Explore model portfolios by management team

Our model portfolio line-up is delivered by three portfolio management teams. Each team takes a distinct approach to help your clients achieve their goals.

Target Allocation model portfolios

A single dedicated investment team applies a consistent investment framework across a broad variety of model portfolios including options with alternatives and SMAs.

Global Allocation model portfolios

Our most tactical, open architecture model portfolios made for active investors combining alpha*, index, and factors into one portfolio.

Multi-Asset Income model portfolios

Model Portfolios made for investors seeking income and growth, built with insights from over a dozen asset-class specialist teams.

Building portfolios? Use model allocations as a guide

Finding time to research portfolio allocations while managing clients can be a time consuming process. As an input to your current process, consider reviewing the latest allocations from BlackRock’s model portfolio managers.
Image of balance beam