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BLACKROCK CUSTOM MODEL SOLUTIONS
BlackRock Custom Model Solutions
BlackRock’s Custom Model Solutions (CMS) provides advisors with bespoke, firm-branded model portfolio offerings – without the heavy lifting.
Help grow your practice with BlackRock’s investment expertise and risk analytics.
Download the brochure to learn more
*There is no overlay fee when using a BlackRock Custom model portfolio. Additional fees, including underlying fund fees may apply. BlackRock Custom Model Solutions are available with the firm directing > $150M AUM to model suite(s) in the initial 12 months.
Transition assets seamlessly
Simplify and automate moving into a BlackRock Custom Model Portfolio with 55ip and pay no additional overlay fee when using a BlackRock Custom Model Solution. Learn more about 55ip here >
Contact BlackRock to learn more about Custom Model Solutions
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© 2023 BlackRock, Inc. All rights reserved.
This information should not be relied upon as investment advice, research, or a recommendation by BlackRock regarding (i) the funds, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Only an investor and their financial professional know enough about their circumstances to make an investment decision.
Carefully consider the funds within the model portfolios' investment objectives, risk factors, and charges and expenses before investing.
The third-party branded or BlackRock model portfolios that are provided by BlackRock exclusively to applicable platform users (collectively “custom model portfolios”) are subject to contractual instructions provided to BlackRock by the respective third-party firms.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.
The custom model portfolios include investments in shares of funds. Clients will indirectly bear fund expenses in respect of portfolio assets allocated to funds, in addition to any fees payable associated with any applicable advisory or wrap program. BlackRock intends to allocate all or a significant percentage of the custom model portfolios to funds for which it and/or its affiliates serve as investment manager and/or are compensated for services provided to the funds ("BlackRock Affiliated Funds"). BlackRock has an incentive to (a) select BlackRock Affiliated Funds and (b) select BlackRock Affiliated Funds with higher fees over BlackRock Affiliated Funds with lower fees. The fees that BlackRock and its affiliates receive from investments in the BlackRock Affiliated Funds constitute BlackRock’s compensation with respect to the custom model portfolios. This may result in custom model portfolios that achieve a level of performance less favorable to the model portfolios, or reflect higher fees, than otherwise would be the case if BlackRock did not allocate to BlackRock Affiliated Funds. BlackRock provides custom model portfolios to registered investment adviser (RIA) firms and their financial professionals at no cost subject to certain minimum asset thresholds in such custom model portfolios by the RIA firm over a certain period of time, as applicable.
The BlackRock model portfolios are made available to financial professionals by BlackRock Fund Advisors (“BFA”) or BlackRock Investment Management, LLC (“BIM”), which are registered investment advisers, or by BlackRock Investments, LLC (“BRIL”), which is the distributor of the BlackRock and iShares funds within the BlackRock model portfolios. BFA, BIM and BRIL (collectively, “BlackRock”) are affiliates.
Information concerning the model portfolios or any other portfolios – including holdings, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the model portfolios or any other portfolios included in this material. There is no guarantee that any investment strategy or model portfolio will be successful or achieve any particular level of results. The model portfolios and any other portfolios included in this material themselves are not funds.
The tool, and any data used by the tool, is provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tool (and any data used by the tool and the any results obtained from use of the tool) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tool including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal).
BlackRock does not provide tax advice, and proper tax treatment of transactions, including wash sales, should be provided by an independent tax advisor. Such independent tax adviser should determine the applicability of any wash sale rules with respect to the proposed transactions. There may be certain tax reporting and filings required in connection with the transactions contemplated in the proposal. BlackRock shall have no responsibility with respect to any such reporting and filings, including determining whether any such reporting and filings are needed.
This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.
The information provided in this material does not constitute any specific legal, tax or accounting advice. Please consult with qualified professionals for these types of advice.
Aperio (now part of BlackRock) is an investment adviser registered with the US Securities and Exchange Commission; however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. Aperio may transact business or render personalized investment advice only in those states and international jurisdictions where we are registered/have filed notice or are otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Aperio is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
© 2023 BlackRock, Inc. All Rights Reserved. BLACKROCK is a trademark of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
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