This section includes investor type descriptions for professional clients and market counterparties.
Professional client
A Professional Client is either: (i) a ‘deemed’ professional client; (ii) serviced-based professional client; or (iii) an assessed professional Client
(i) Deemed Professional Client
A person is a “deemed” professional client if the person is:
(ii) Service-based Professional Clients
A person is a ‘serviced-based’ professional client if
(iii) Assessed-based Professional Clients
Assessed-based professional clients can be either (i) individuals; or (ii) undertakings
Individuals
An individual (and associated joint account holders) would be classified as an ‘assessed-based professional client’ if:
Where there is a joint account in place, the secondary account holder must obtain confirmation in writing that investment decisions relating to the joint account are made for or on behalf of the secondary account holder
Undertakings
Undertakings, which are generally not individuals, would be classified as ‘assessed-based’ professional clients if it:
Market counterparties
A Market Counterparty is any person who is either:
Capital at Risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
BlackRock Portfolio Consulting are a team of experienced investment consultants who aim to empower you to gain new perspectives on your portfolio, giving you tools and support to help you get closer to your overall portfolio objectives.
*Source: BlackRock Portfolio Consulting (EMEA) – 31 December 2023
To help support the evolution of your portfolio, we offer a spectrum of portfolio consulting services tailored for investors who want to retain control of asset allocation and implementation decisions according to their unique needs at every step of the ‘whole portfolio’ evolution journey.
We can help investors evaluate the sustainable characteristics of their portfolios through a variety of metrics and see how allocations to different strategies can affect their portfolio's risk/return and sustainability profile.
Analysing how your portfolio might respond in different market scenarios, including tail risk events at ends of the spectrum. Our stress test simulations cover historical scenarios, univariate effects, and various forward-looking market-driven scenarios.1
Assisting in asset allocation decisions across all asset classes, leveraging the BlackRock Investment Institute (BII) Climate-aware Capital Market Assumptions.
Managing your investments in private markets, across vintages and sub asset classes. Whether it’s assessing an existing alternatives sleeve in the context of your overall portfolio, or introducing alternatives for the first time, we can help to identify potential solutions that can bring you closer to your intended investment objectives.
Using BlackRock’s robust portfolio optimisation approach to enhance portfolio risk and return. Further methods such as portfolio rationalisation and cost optimization are part of a full suite helping to simplify the complexity of running portfolios.
Leveraging insights from an expansive database of investor portfolios throughout EMEA to deliver valuable peer comparisons – from average asset allocations and index adoption, to fee comparisons and sustainability.
1. There is no guarantee that stress testing will eliminate the risk of investing in this fund or strategy nor that the Profit & Loss movements depicted in the stress testing will replicate in the future.
BlackRock Portfolio Consulting are a team of portfolio construction and asset allocation specialists who help you, our investors analyse and construct better portfolios.
We provide an entry point into the firm’s portfolio construction tools and techniques and crucially investment views, research and IP, to equip you and support you in achieving your own portfolio goals.
How does it work?
• We start by understanding your unique investment objectives, constrains and objectives – whether it’s building new sustainable propositions, meeting yield targets, increasing portfolio efficiency, or something else.
• We leverage Aladdin, BlackRock’s multi-asset risk management technology, to help understand your existing portfolio with precision and to support you in evolving and optimising.
• We engage in market views and peer insight discussions, giving you access to the BlackRock Portfolio Architecture, the investment IP, research, optimisation tools and assumptions that power the activities of our own BlackRock investments.
• We revisit and refine with you the results of the analysis as you need, partnering together to deliver innovative solutions and insights tailored to your needs.
• And importantly, you keep full control of your portfolio management and decision-making.
BlackRock are your holistic partner in portfolio construction, and we look forward to partnering with you on the exciting journey ahead.
No portfolio is the same. Our portfolio consultations are bespoke and tailored to meet your needs and challenges. Hear from Ursula Marchioni, Head of BlackRock Portfolio Consulting, about how the our approach puts you at the heart of BlackRock.
To arrange a portfolio consultation, please reach out to your local sales contact at BlackRock.