Help clients allocate to equity with their portfolio goals in mind

Consider starting with your base and then tip the scale toward seeking resilience or growth to help optimize your equity mix based on your larger asset allocation.
volatility icon

Build your base

Use low-cost, tax-efficient ETFs to access strategic, long-term exposures that aim to track broad markets.
shield icon

Seek resilience

For overall conservative portfolios, consider allocating more to defensive equities that can help outperform during periods of higher volatility.
plant icon

Seek growth

For overall aggressive portfolios, investors may want to consider growth oriented equities designed to seek outperformance.

See how our equity offerings can fit into your clients' portfolios

BlackRock offers a variety of portfolio and investment tools to help financial professionals build an asset allocation that best fits their clients’ portfolios. Use our tools which have been designed to provide reliable, unbiased data for BlackRock & non-BlackRock ETFs and mutual funds.

Analyze client portfolios with our portfolio analysis tool

Use our tool to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors and much more.
portfolio icon

Take a year-round approach to tax-efficient investing

Taxes can have a greater impact on portfolio returns than fees. BlackRock's Tax Center provides resources to help you keep tax efficiency in focus throughout the year.
Illustration of a building with three orange columns and a yellow pendant

Explore the latest insights on equity investing

Take a deeper dive into how BlackRock’s equity strategies and insights can help you seek the best potential outcomes for clients' portfolios.

  • Equity

    Tech and AI equity insights for advisors

    Aug 17, 2026|ByTony KimBlackRock Fundamental Equities

    AI is opening new frontiers for stock investors, with space and physical AI gaining focus. Tony Kim answers key questions after visiting U.S. tech leaders.

  • Equity

    Re-Underwriting Bitcoin: Still a Portfolio Diversifier

    Aug 17, 2026|ByRobert Mitchnick

    Explore BlackRock’s outlook on bitcoin, its recent pullback, market drivers and potential role as a long-term portfolio diversifier.

  • Equity

    All roads lead to infrastructure

    Aug 10, 2026|ByBalfe MorrisonJay Jacobs

    Listed infrastructure investments are helping to build a new foundation for modern portfolios