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BLACKROCK CUSTOM MODEL SOLUTIONS
BlackRock Custom Model Solutions
Your firm can partner with BlackRock to build a custom model offering of actively managed model portfolios, without the heavy lifting.
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© 2022 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 model portfolios are made available to financial professionals by BlackRock Fund Advisors (“BFA”) or BlackRock Investment Management, LLC (“BIM”), which are registered investment advisers. BFA and BIM (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.
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