Build, analyze and compare portfolios
POWERED BY ALADDIN®

Portfolio 360

Your holistic portfolio analysis tool
Reduce the burden on investment managers
Seek to build better portfolios
Decrease operational complexity

Within Portfolio Centre you will have access to portfolio analysis tools such as Portfolio 360 powered by Aladdin© and thought leadership to help you build better portfolios.

What is Portfolio 360?

Web-based tool that puts BlackRock’s portfolio construction technology into your hands.
Enabling a defined portfolio review process at scale.

BlackRock’s portfolio construction technology

BlackRock’s portfolio construction technology

Modern user interface
allows many portfolios to be uploaded

Instant access to portfolio construction
insights for all clients in a single hub

More informed
investment decisions to augment your portfolio review process

Runs on Aladdin
the same technology and intellectual capital that has been core to BlackRock since it was founded

How does it work?

A defined, repeatable, and defendable portfolio review process can create predictability in your practice that could infuse prospects and clients with clarity and confidence.
Number 01
Historical Returns
Analyse historic (ex-post) performance of your clients’ portfolios
Number 02
Asset Allocation
Analyse portfolio by regional, sector, factor, and asset class exposure
Number 03
Drivers of risk
Analyse portfolio risk drivers (historical & ex-ante) based on 2,000+ factors
Number 04
Stress testing
Analyse portfolio performance across multiple scenarios of market stress
Number 05
ESG screening
Assess the ESG characteristics of your clients’ portfolios
Number 06
Investment Quality
Analyse portfolio holdings to identify if funds plays a specific role in the portfolio

Designed for portfolio builders

Portfolio 360 is designed for portfolio builders to turn data into information
It delivers clarity and unique insights on your investment portfolios through a structured process, and allows you to make better informed investment decisions.
Clarity
Provide clarity
A technology helping to provide unique perspectives and clarity for investment portfolios. Enabling more holistic portfolio construction conversations with your clients.
Efficiency
Efficiency
It allows you to manage portfolios & risk, in a more efficient way. The tools put scale into your portfolio review processes.
Convenience
Convenience
Built to complement your existing tools, it allows you to upload and compare portfolios in an effective way. Your first step before each client engagement.

POWERED by Aladdin®

Put the power of the Aladdin platform at the heart of what you do.

Use Portfolio 360 to deliver a holistic portfolio analysis, powered by the Aladdin® platform, to help you make investment decisions with greater clarity in less time.
Powered by the Aladdin®

Beyond Portfolio 360

Do you seek further clarity around how to restructure your portfolios?

If your portfolio is above £500mn in AUM, or you are planning to execute changes above £25mn, we understand you might want to partner with us more closely. Our team of portfolio consultants provide bespoke consultations for investors looking to make asset allocation, or new product choices.

BlackRock Portfolio Consulting

Access a team of over 20 Portfolio Construction and Asset Allocation specialists to discuss the changes you want to make to your portfolio, and how these could be implemented.
BlackRock Portfolio Analysis and Solutions

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.

Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time.

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