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Investment Management Platform

THE LANGUAGE OF THE WHOLE PORTFOLIO

Whole Portfolio by Aladdin was the industry's first end-to-end solution for managing public and private assets on a single platform. Launched in 2019— as institutions began shifting significant capital into private markets—it remains ahead of the curve to support institutions navigating multi-asset expansion and digital transformation.

The Whole Portfolio

  • 01

    Manage assets, performance & risk across markets, seamlessly

    Whole Portfolio is a connected ecosystem that gives institutional investors an enterprise-wide view across all asset classes—including both direct and indirect investments in private markets—enabling unified risk, exposure, as well as performance analysis and strategic oversight.

  • 02

    Unlock unique insights through innovative analytics

    Our solution unlocks unique insights across public and private markets. Clients gain access to institutional-grade analytics, premier private market data, and a pipeline of innovation that continuously evolve with their needs.

  • 03

    Streamline operations for stronger transparency and growth

    Optimize and scale operations firm—wide with standardized and fit-for-purpose workflows, an integrated IBOR that supports public and private assets, and robust tooling for established and emerging strategies, including expansion into digital assets.

New Mexico’s SIO embraces a view across their whole portfolio

Users of Aladdin are discovering the power of viewing all their assets, public and private, on a single platform. With easier reporting for greater transparency and the cost benefit of retiring other systems, learn why the New Mexico State Investment Office staff recommended the Council add eFront to their Aladdin Risk platform.
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Supporting Multi-Asset Expansion

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Pre-Investment IQ

For public and private markets

Unlock forward-looking insights with Aladdin industry-leading models, expansive data, and advanced analytics to uncover risk and return drivers, test diversification, and model market scenarios. Combine with premier private market fund-level intelligence to evaluate managers by performance, value-creation strategy, and exit track record.

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Enterprise-Wide Oversight

With a single integrated view

Track every asset across public and private markets in one place. Monitor positions and exposures as they evolve, with historical snapshots and real-time views that support stronger portfolio oversight, enterprise risk management, and governance across the organization.

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Exposure Tracking

From enterprise to individual

Drill down from top of the enterprise to individual portfolio company, property, or loan-level details—organized by sector, country, or issuer for detailed risk and performance insights.

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ROI-Driven Analytics

To act decisively

Unlock institutional-grade analytics and proprietary risk models tailored to your portfolio. Quantify exposures, stress test scenarios, and uncover opportunities with precision.

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Optimized Operations

With an IBOR to confidently scale

Streamline front-to-back workflows with a unified IBOR for public and private assets. Reduce costs, simplify operations, and scale confidently.

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Open Architecture

Built on a flexible, AI-ready foundation

Leverage an open, API-first platform that adapts to your code and strategy—driving flexibility, extensibility, and interoperability across existing systems, data, workflows, models, and providers.

A trusted track record

Whole Portfolio by Aladdin—proven and trusted by firms across the globe—is backed by BlackRock’s user/provider model. Learn more about the tech that supports present and future capabilities, including best-in-breed private markets functionality from eFront.

6
years delivering Whole Portfolio solutions—with 20+ years delivering solutions for private markets
50,000
unique private markets companies maintained and 2k+ private markets risk factors monitored daily

Unifying the Whole Portfolio Across Public and Private Markets

(September 10, 2025) Explore how Aladdin® is redefining portfolio and risk management across public and private markets with a unified platform, offering a whole portfolio view of exposures, performance, and risk across all asset classes, stress testing that leverages advanced analytics and private markets data, and streamlining.
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Your strategic partner across the whole portfolio

  • The role of transparency in diversification and risk management
    Podcast

    Rethinking Systems with Ingka Investments: Staying Ahead of the Game

    Samuel Rundle, Head of Financial Markets Investments at Ingka Investments, and Tarek Chouman, Global Head of the Aladdin Client Business, discuss transparency in diversification, sustainable investing, and how AI can reshape the financial industry.
    Tune into the full episode Tune into the full episode
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    Client Story

    Helvetia's Holistic Approach to Portfolio Management

    Dominik Gurtner, CTO at Helvetia Asset Management, shares how tech enables smarter decisions, optimized portfolios, and real-time views to boost transparency in allocation and risk.
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    Press release

    AIA Announces Collaboration with BlackRock and BNY

    (July 12, 2024) AIA announces a new agreement with BlackRock and BNY as it transforms its investment platform to support long-term investment programme.
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    White paper

    The Evolving Foundation of the Whole Portfolio

    Public markets investments remain the backbone of portfolios—and this space is becoming more diverse as product offerings evolve, the industry experiences consolidation, and the geopolitical environment remains in flux.
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    White paper

    The Building Blocks of a Private Markets Ecosystem

    To effectively manage private assets as part of the whole portfolio, firms need tech and data that will bring standardization and more efficient workflows to a landscape still predominantly operating on manual workflows and inconsistent data.
  • Horizonal lines that start blue and fade into purple with clouds in front of these lines
    White paper

    The Way Forward: Tech Trends White Paper

    Transformation in financial services is accelerating, driven by technology. The Aladdin community is reshaping investment management—from creating a shared language for private markets to applying GenAI for operational innovation.

Frequently asked questions

  • Whole Portfolio is designed for asset managers, banks, insurers, pension plans, corporations, and ecosystem partners. Its flexible architecture and scalable infrastructure support a wide range of investment strategies and operational needs.

  • Whole Portfolio includes proprietary risk models, stress testing tools, pacing analysis, and real-time analytics. It supports holistic risk assessment across public and private assets, enabling teams to quantify exposures and make informed decisions.

  • Aladdin is an open, API-first platform that adapts to your code and strategy across the investment management process. The platform offers multi-asset solutions and an ecosystem of partners across data vendors, systems integrators, and liquidity providers—providing clients with openness across multiple dimensions to drive flexibility, extensibility, and interoperability.

  • Whole Portfolio enables seamless management of both public and private assets by integrating data, workflows, and analytics into a single ecosystem. It models private market cashflows natively and combines them with public market data, allowing for unified oversight and comparability across asset classes.

  • Whole Portfolio provides a single integrated view of all holdings, enabling precise asset allocation and portfolio rebalancing. It supports real-time monitoring, historical snapshots, and enterprise-level oversight, helping teams act decisively across diverse strategies. 

  • A single integrated view means that all asset classes—public and private—are visible in one system, allowing for consistent analysis, governance, and decision-making. This eliminates data silos and ensures that risk and performance are assessed holistically across the portfolio.