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Put the best of BlackRock to work for you

BlackRock Model Portfolios are designed specifically to allow advisors to leverage the strategic insights and deep tactical expertise that only BlackRock can deliver and are relied on by institutional investors globally. As a subscriber you will receive:

  • Monthly performance and market commentary
  • Quarterly tactical updates with buying and selling insights, plus risk analytics
  • Quarterly Q&A call with BlackRock's Global Chief Investment Strategist, Russ Koesterich

Subscribe today to start taking advantage of these exclusive resources now!

Strategic Allocation Models

Strategic Index

BlackRock Strategic Model Portfolios are designed to help advisors assemble portfolios in a scalable and cost-efficient way. With the flexibility to build foundational portfolios or complement existing strategies using iShares ETFs, you can help clients pursue their investing goals, while managing risk.

Tactical Asset Class Models

Tactical Overlay Models

Four Key Benefits of BlackRock Model Portfolios

  • Focused On Goals

    Focused on addressing specific investment objectives, such as income generation or managing certain risks that may be most on your clients' minds.

  • Thoughtful Combinations of Active and Index Investing

    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.

  • Institutional Quality Risk Analytics

    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.

  • Tactical Updates Emailed to You

    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 that seeks to achieve that goal with the least amount of expected risk.

  1. Establish Portfolio Goals - Start with the end in mind: identify investment goals that your clients may have

  2. 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

  3. 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

  4. Tactically Re-Allocate - As market conditions change, BlackRock tactically re-allocates the model portfolios and provides updates from our portfolio managers with trade rationale

This information should not be relied upon as investment advice, research, or a recommendation by BlackRock regarding (i) the iShares Funds, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Only an investor and their financial advisor know enough about their circumstances to make an investment decision.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.

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.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Cohen & Steers Capital Management, Inc., European Public Real Estate Association (“EPRA® ”), FTSE International Limited (“FTSE”), India Index Services & Products Limited, JPMorgan Chase & Co., MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), New York Stock Exchange, Inc., Russell Investment Group or S&P Dow Jones Indices LLC, nor are they sponsored, endorsed or issued by Barclays Capital Inc. None of these companies make any representation regarding the advisability of investing in the Funds.  BlackRock is not affiliated with the companies listed above. Index data related to the underlying indexes is provided by the respective companies above.

Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Real Estate 50 Index, FTSE NAREIT Residential Plus Capped Index, FTSE NAREIT Industrial/Office Capped Index or FTSE NAREIT All Mortgage Capped Index; all rights vest in NAREIT. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-US Index, FTSE EPRA/NAREIT Developed Europe Index or FTSE EPRA/NAREIT Developed Asia Index; all rights vest in FTSE, NAREIT and EPRA. All rights in the FTSE Developed Small Cap ex-North America Index vest in FTSE. “FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license.

©2014 BlackRock, Inc. All rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, ALADDIN, iSHARES, iSHARESBONDS, iSHARES CONNECT, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

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