Wooden portfolio construction
YOUR TRUSTED INVESTMENT PARTNER

BlackRock Model Portfolios

You are a partner to your clients on their journey to wealth and well-being. Scale your business and time with BlackRock Model Portfolios, and focus more on helping get your clients to where they need to be.

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.
man boating through a river
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.

Woman holding and umbrella
Why Model Portfolios

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.

 

Man with dog
Why BlackRock

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.

card image
How to implement

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.

Man standing in office
Grow your business

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

ESG Model Portfolios

Portfolio name Research Rating Trading Platforms Latest Rebalance and Performance Commentary More Information
ESG Model Portfolios SQM 4 Star Rating
BT Panorama
Macquarie Wrap
Praemium
HUB24

Performance Commentary

ESG Model Portfolios Flyer
SQM Research Fund Review: ESG Model Portfolios

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
First Name *
Please enter a valid first name
Last Name *
Please enter a valid last name
Email *
Please enter a valid email
State *
This field is mandatory
Thank you
Thank you for subscribing
You’ll be the first to receive the latest updates on Blackrock Model Portfolios rebalance and performance commentary every month.