Your trusted investment partner
BlackRock Managed Accounts
In today's market landscape, the ability to offer your clients both choice and access is paramount. Which is why we’ve designed BlackRock’s managed accounts to deliver more of the high-quality features that investors have come to expect.
Model Evaluator tool
BlackRock’s Model Evaluator will allow you to find and compare our range of model portfolios and assess them across characteristics, risk profiles and performance. You will also be able to add your own branding to the regular performance and rebalance commentary, to help in your on-going client conversations.
WHY MODEL PORTFOLIOS
Your trusted investment partner of choice
Model Portfolios provide managed investment solutions for you and your clients. With a range of cost-effective investment options, and catering for different risk appetites, they allow you to meet your client financial goals while providing you with more time to build your client relationships and grow your business.
Help your clients whilst helping scale your business
Constructed across a range of funds, with multiple risk profiles and available as Separately Managed Accounts, Model Portfolios offer a diversified managed solution that aims to help your clients achieve a better outcome.
Model Portfolios can also help to transform your practice, allowing you more time for client education and business growth.
Why Partner with BlackRock for Model Portfolios
Our Model Portfolios are managed by an experienced local investment team, that leverage the depth and breadth of BlackRock’s global resources.
Our Model Portfolios are constructed with high quality and cost-efficient investments, built using the world’s leading risk management technology, Aladdin.
Learn how advisers use Model Portfolios
Our Model Portfolios are designed to be scalable and adaptable to your preferred investment philosophy, and your clients' financial goals.
Advisers achieve success through purchasing as a standalone portfolio, mixing and matching our models with other model managers, and as a core foundation so they can pursue high conviction ideas.
Use our Model Portfolios to help grow your business
Utilising our Model Portfolios is a key step to providing you with more valuable time to grow your business.
As your investment partner, BlackRock will help you on this journey through our practice management education modules, designed to help you build your business with existing clients and grow your business to reach new clients.
COMMENTARY AND RESOURCES
Explore our latest commentary and resources
Advance Static Table-1
Advance Static Table-2
Advance Static Table-3
Advance Static Table-4
Enhanced Strategic Model Portfolios
BlackRock Multi-Asset Active Model Portfolios
| Portfolio name | Research Rating | Trading Platforms | Resources |
|---|---|---|---|
| BlackRock Multi-Asset Active Model Portfolios |  |
HUB24 |
BlackRock Multi-Asset Active Model Portfolio Flyer |
ESG Model Portfolios
| Portfolio name | Research Rating | Trading Platforms | Latest Rebalance and Performance Commentary | More Information |
|---|---|---|---|---|
| ESG Model Portfolios |  |
BT Panorama Macquarie Wrap Praemium HUB24 |
Performance Commentary |
ESG Model Portfolios Flyer |
Resources
Managed by a team of professionals
Guided by a team of experienced investment experts, our sole focus is to deliver well-built and cost-effective managed portfolios in a diversified, defined, and streamlined manner.
Michael McCorry
CIO, BlackRock Australia
Katie Petering
Head of Multi-Asset Product Strategy
Ron Montgomery
Portfolio Manager
Uwe Helmes
Lead Strategist for Model Portfolios
Beatrice Yeo
Strategist for Model Portfolios
Tatiana Bernard
Portfolio Manager
Stay informed about BlackRock Model Portfolios
Stay up-to-date with the latest rebalance and portfolio commentary for the Blackrock Model Portfolios range.
Please try again
Thank you for subscribing
You’ll be the first to receive the latest updates on Blackrock Model Portfolios rebalance and performance commentary every month.
