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

BlackRock SMAs BlackRock SMAs
Fixed Income SMAs Fixed Income SMAs
Tax-loss harvesting strategies Tax-loss harvesting strategies
High-net-worth tax strategies High-net-worth tax strategies

BlackRock active equity SMAs

10+ strategies providing domestic, international and global market exposure.

Domestic

Capital appreciation	Fact Sheet	Sample Portfolio	GIPS Composite Report
Equity dividend	Fact Sheet	Sample Portfolio	GIPS Composite Report
Large cap core	Fact Sheet	Sample Portfolio	GIPS Composite Report
Large cap value	Fact Sheet	Sample Portfolio	GIPS Composite Report
Large cap focus value	Fact Sheet	Sample Portfolio	GIPS Composite Report
Mid cap growth	Fact Sheet	Sample Portfolio	GIPS Composite Report
Mid cap value	Fact Sheet	Sample Portfolio	GIPS Composite Report
Technology opportunities	Fact Sheet	Sample Portfolio
Socially responsible equity	Fact Sheet	Sample Portfolio

Global/International

International equity	Fact Sheet	Sample Portfolio	GIPS Composite Report
International dividend equity ADR	Fact Sheet	Sample Portfolio	GIPS Composite Report
Global dividend	Fact Sheet	Sample Portfolio	GIPS Composite Report

> Active equity 1-pager

BlackRock’s approach to the investment process

Our team of experts and technology work together to construct portfolios seeking to deliver consistent alpha.

Idea generation

Collaborative approach across the firm to identify attractive investment opportunities.

Research and analysis

Data-driven analysis that helps inform investment decision-making.

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

Access to experts

Access to a team of global investment professionals, including local portfolio managers (PMs).¹

Deep levels of customization

BlackRock PMs take a consultative approach to personalize portfolios around risk tolerance, tax sensitivity and values.

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

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Equities

iShares Spring 2024 Investment Directions

Apr 4, 2024 | By Gargi Pal Chaudhuri

iShares Spring 2024 Investment Directions outlines key opportunities across asset classes and regions based on our market and macroeconomic views.
Equities

Taking Stock: Q2 2024 Equity Market Outlook

Mar 21, 2024 | By Tony DeSpirito

A strong start historically has signaled a positive year for stocks. How does an election shape that outlook? Equity CIO Tony DeSpirito weighs in.
Tax

There’s Still Time to Reduce Tax Drag

Dec 21, 2023 | By Daniel Prince, CFA

Learn about two common ways to reduce portfolio tax costs as we approach year-end: tax loss harvesting and avoiding capital gains distributions.
Equities

iShares 2024 Year Ahead Outlook

Dec 5, 2023 | By Gargi Pal Chaudhuri

2024 Year Ahead Outlook captures key market and macro moves while unpacking investment opportunities across U.S. fixed income, equities, and thematic exposures.
Equities

NVIDIA CEO, tech visionary shares AI insights and outlook

Nov 14, 2023 | By BlackRock Fundamental Equities

BlackRock’s Tony Kim was joined by NVIDIA CEO Jensen Huang for an insightful conversation on accelerated computing and the future of AI.
Thematics

Investor’s Guide to Artificial Intelligence

Nov 9, 2023 | By BlackRock

Unpack AI's impact on markets year-to-date and explore opportunities across fund strategies, portfolios, practices, and investment decision-making.
Tax

Tax-savvy choices for equity investors

Oct 27, 2023 | By BlackRock

Learn how different equity strategies and investment vehicles can impact your after-tax returns.
Tax

Finding silver linings with tax-loss harvesting

Oct 9, 2023 | By Daniel Prince, CFA

The market selloff provides an opportunity for you to help your clients unlock potential tax benefits through tax-loss harvesting. Learn how BlackRock’s Tax Evaluator tool can help.
Equities

Income + growth: investing to have your cake and eat it too

Sep 28, 2023 | By Systematic Investing

Equity investors are often forced to choose between upside potential or high dividends. Do option-based active ETF strategies help eliminate the need to choose?
Equities

iShares Fall 2023 Investment Directions

Sep 26, 2023 | By Gargi Pal Chaudhuri

Read how we couple our macroeconomic views and market positioning to unpack key opportunities across U.S. equities, fixed income, and international exposures.
Equities

Go international with ETFs

Aug 10, 2023 | By BlackRock

BlackRock portfolio managers see opportunities in developed ex-U.S. and emerging markets.
Equities

Quality abroad: A time-tested approach for international investing

Aug 10, 2023 | By Robert Hum, CAIA

Get the latest insight on why international quality may make sense. Help clients understand the benefits of investing abroad and why quality investing can help add another source of returns.
Equities

3 Ways iShares Core ETFs Deliver for Advisors

Jul 31, 2023 | By BlackRock

Learn how iShares Core equity ETFs’ combination of low cost, tax efficiency and competitive performance can help clients stay invested.
Equities

5 Questions on Buffer ETFs

Jul 26, 2023 | By Jay Jacobs

Explore buffer ETFs and how they can help investors mitigate risk while seeking clearer outcomes.
Equities

iShares 2023 Midyear Outlook

Jul 6, 2023 | By Gargi Pal Chaudhuri

Read the iShares 2023 midyear outlook and implementation guide offering our views on what lies ahead for the rest of the year and what investors should do.
Equities

Q1 2023 Factor Performance Report: Insights for Investors

Jun 24, 2023 | By Robert Hum, CAIA

Get the latest insights on factors in Q1 of 2023. Our in-depth quarterly analysis breaks down by region and style-box to help you deliver the best solutions for your clients.
Equities

How AI is transforming investing

Jun 15, 2023 | By Systematic Investing

Artificial Intelligence (AI) has garnered widespread attention with the public launch of ChatGPT. Learn how these same technologies can be used in investing.
Equities

An active investor’s guide to emerging markets stocks

Jun 7, 2023 | By BlackRock Fundamental Equities

With 25 countries and 4,000 stocks to choose from, emerging markets have a lot to offer. Stock picker Emily Fletcher assesses the opportunities and risks.
Equities

Thank you, consumer, and other sentiments from Q1 earnings

May 24, 2023 | By Carrie King

Q1 earnings largely surprised to the upside but received little reward from the market. Active equity investor Carrie King offers three observations.
Equities

Invest in yourself

May 24, 2023 | By BlackRock

The BlackRock Wealth Academy is a learning hub where you can expand your understanding of key wealth themes and concepts driving today’s markets.
Equities

Cash can be a drag when rate hikes end

May 5, 2023 | By Carolyn Barnette

Pay attention to the bond diversification, resiliency quality stocks may offer, and current allocation to cash within portfolios in the wake of Fed action.
Equities

Rethink your volatility toolkit - quality & min vol

May 3, 2023 | By Robert Hum, CAIA

Clients can maintain their long-term equity allocations and potentially add resilience to their portfolios with iShares tickers QUAL and USMV.
Equities

iShares 2023 Investment Directions

May 3, 2023 | By Gargi Pal Chaudhuri

We pair our macro and market analysis with key implementation ideas, providing timely insights as investors navigate volatile markets.
Equities

Three BlackRock portfolio managers' views on international equities

Apr 26, 2023 | By BlackRock

BlackRock portfolio managers see opportunities in developed ex-U.S. and emerging markets.
Equities

After the Fed, a return to ― and returns from ― fundamentals

Apr 20, 2023 | By Tony DeSpirito

Macroeconomic factors have been driving markets, but Fundamental Equities CIO Tony DeSpirito is readying for stock specifics to reassert their importance.
Equities

Building resilience in the core with quality and min vol

Mar 28, 2023 | By Robert Hum, CAIA

2023 volatility calls for portfolio protection. Learn how quality and minimum volatility exposures can potentially add resilience to portfolios during this period of market volatility.
Equities

Navigating China Beyond the Reopening

Mar 9, 2023 | By Systematic Investing

China’s reopening and regulatory pivot marks a shift to a pro-growth policy era. What is the economic growth outlook for China beyond the reopening?
Equities

3 catalysts for technology stocks in 2023

Mar 8, 2023 | By Reid Menge

Are technology stocks set for more pain or renewed gains in 2023? BlackRock Fundamental Equities investor Reid Menge weighs in with 3 investment themes.
Equities

Mixed earnings meet market rally: A stock investor’s take

Mar 1, 2023 | By Carrie King

The recent stock market rally came even as company earnings offered little to cheer. Stock investor Carrie King reflects on the murky Q4 earnings season.
Multi-Asset

2024 iShares Report on Investor Progress

Jan 4, 2023 | By Salim Ramji

Learn how iShares ETFs helped investors navigate the market volatility of 2023 by offering quality, selection, utility, and value.
Tax

How are ETFs tax efficient?

Dec 29, 2022 | By Daniel Prince, CFA

ETFs can help investors keep more of what they earn. Here’s how.
Thematics

Is it the right time to buy electric vehicle (EV) stocks?

Sep 9, 2022 | By Jeff Spiegel

Learn what’s driving EV stocks, including new developments in the electric vehicle & autonomous vehicle markets, declining lithium battery prices & more
Equities

Multifactor – the Moneyball of Investing

Aug 18, 2022 | By Robert Hum, CAIA

Learn how multifactor ETFs use differentiated sources of return to provide a consistent exposure to rewarded factors.
ESG / Sustainable

ESG X Big Data: Solving for the Double Bottom Line

May 20, 2022 | By BlackRock

The view by many is that ESG investing is concessionary. Our history shows that isn’t true and that unique ESG data can be predictors of company results.