BlackRock Model Portfolios
Portfolios Built For These Times
BlackRock Model Portfolios are designed to help you create dynamic, diverse portfolios that can help meet client goals. We deliver the best of both active mutual funds and iShares ETFs while leveraging the same risk management expertise that is relied on by BlackRock's institutional investors globally.
By subscribing to the models, you will receive tactical updates, commentary and risk analytics to share with your clients. We are committed to helping you build the portfolios that these times require.
Tactical Asset Class Models
Fixed income model portfolios seeking a superior risk-return profile compared to the Barclays Aggregate Bond Index given a specific income objective.
* Current model yield level after expenses
Fixed income model portfolios that optimize municipal and taxable fixed income for investors in higher federal tax brackets.
Tax Aware Core
* Tax equivalent model yield level after expenses
Tactical Overlay Models
Multi-asset class model portfolios designed to generate income while seeking to protect against particular risks that concern you and your clients.
Volatility Focused Income
Rising Rates Focused Income
Inflation Focused Income
* Current model yield level after expenses
Strategic Allocation Models
Four Key Benefits of BlackRock Model Portfolios
Focused on addressing specific investment objectives, such as income generation or managing certain risks that may be most on your clients' minds.
As an industry leader in ETFs and one of the world's largest active managers, BlackRock delivers guidance on blending mutual funds and ETFs with the goal of creating highly efficient, institutional quality portfolios.
Our model portfolios harness the same risk management platform - Aladdin - that is used by some of the world's leading financial institutions, sovereign wealth funds, and corporations. This provides you insight into the risks and trade-offs of each model portfolio.
We regularly update our model portfolios to respond to changing market conditions. Subscribers receive exclusive portfolio updates from our portfolio managers so you can understand BlackRock's tactical changes and communicate thoughtfully with your clients.
Goal Oriented Asset Allocation
Construction of each BlackRock Model Portfolio starts with a particular goal in mind. We then construct a portfolio designed to achieve that goal with the least amount of expected risk.
- Establish Portfolio Goals - Start with the end in mind: identify investment goals that your clients may have
- Define Investment Universe - Models range from "go anywhere" unconstrained models to building-block models and use a thoughtful combination of mutual funds with iShares ETFs
- Seek to Minimize Volatility - BlackRock assesses risk data across multiple factors, such as inflation, rate risk, currency risk and more to better understand how to minimize volatility of the portfolio while attempting to meet the portfolio goals
- Tactically Re-Allocate - As market conditions change, BlackRock tactically re-allocates the model portfolios and provides updates from our portfolio managers with trade rationale
Subscribe to Get Tactical Updates
Take a hands-on approach to client portfolio management.
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Select one or all of the following Model Portfolios to receive tactical quarterly updates and current factsheets.
An overview guide highlighting the process and Model Portfolios.
Global Chief Investment Strategist, Co-Head of BlackRock Model Portfolio Solutions
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The information shown does not constitute investment advice, does not consider the investment objectives, risk tolerance or financial circumstances of any specific investor and cannot be shown to current or prospective investors or clients. The information shown does not supplant the obligation of a Financial Advisor to interpose its own best judgment in making investment decisions or investment recommendations for its clients. Before making an investment decision or recommendation for any of its clients, the Financial Advisor should have a reasonable basis for any such decision or recommendation without having relied on information from BlackRock and should take into account the client's circumstances, objectives and risk tolerance to ensure the security or other investment is suitable for the client. BlackRock is not, and will not be, responsible for the accuracy, completeness, or use of any information provided herein, and BlackRock does not make any warranty, express or implied, concerning such information. BlackRock is not acting as an investment adviser or fiduciary to the Financial Advisor or its clients in connection with the provision of the information contained herein or the investment by such clients in any fund identified herein. Financial Advisors should not state or imply that BlackRock has made or endorsed any investment decision or recommendation, whether on specific funds or other investments or on a client's portfolio as a whole, or otherwise has any relationship or obligations to any of the Financial Advisor's clients.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.
The model portfolios, allocations and data are subject to change. Data shown is for informational purposes only, does not represent an actual account, and is not the result of any actual trading. Actual investment outcomes may vary. The financial professional assumes full responsibility in determining the suitability and fitness of each fund, other security, account or model chosen by the financial professional.