Multi-asset

The financial advisory approach today has become even more challenging given the increased complexity and choice available to investors. Investors are now inundated with investment options, with literally hundreds if not thousands of funds to choose from. Financial advisors on the other hand, have to review and manage these numerous options, taking valuable time away from what they are most needed for – understanding the needs of their clients.

We think it’s time to think differently about how to plan and manage portfolios.

Model portfolios are a simple and yet effective means to help financial advisors meet investor objectives, with a reliable and effective solution that is easy to execute and manage.

For investors, models offer a disciplined way to invest throughout market cycles. Rather than let emotions and the inevitable ups and downs in markets drive decisions, models help investors achieve their goals in a well-defined, repeatable fashion.

This works well regardless of what investors want – be it growing their portfolio, maximizing their income, or protecting their nest egg.

Model portfolios are also very well diversified. They invest in a range of assets that aim to help investors achieve better returns within their risk level. For most investors, a balance of stocks and bonds – the core of most model portfolios) – has proven an effective mix to own over time. Simple solutions can be powerful.

For advisors, model portfolios can transform the highly time-consuming task of assessing hundreds of funds and individual securities into an all-in-one, versatile, and outcome-focused solution.

Typically offered as a suite of models with varying asset mixes and objectives, model portfolios allow advisors to more closely align their clients’ investment portfolios with their specific goals.

BlackRock and our Models capabilities also allow for an amazing client experience, providing advisors the information and tools to educate, inform, and support their investors through their journey.

As more investors shift to model portfolios, BlackRock has the experience, expertise and track record to deliver portfolios that investors want and need. As more investors shift to model portfolios, BlackRock has the experience, expertise and track record to deliver portfolios that investors want and need. We’re a US$1 trillion platform multi-asset strategies and solutions, with more than 500 investment professionals worldwide. We have over US$100 billion of assets in model portfolio solutions (as of December 2023).

Our scale also supports our novel approach to managing any risks in these model portfolios. Aladdin, BlackRock’s industry-leading tech platform, enables this via risk analytics, stress testing and scenario analysis, all in real time and with transparency.

Perhaps most importantly for today’s environment, model portfolios are actively managed, and therefore are focused on achieving the right asset allocation to navigate the market highs and lows.