Custom Model Services

BlackRock custom model portfolios

BlackRock’s custom model portfolios provide advisors with bespoke, firm-branded solutions – without the heavy lifting.

Help grow your practice with BlackRock’s investment expertise and risk analytics.

How custom model portfolios from BlackRock work

Build and implement a custom model suite leveraging the strength of BlackRock’s investment expertise. The custom model portfolio partnership is supported by a dedicated BlackRock custom model portfolio manager and is offered with no overlay fee for firms that fulfill a $150M AUM commitment in the initial 12 months.*
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Select a model approach
Select from a menu of portfolio options from total return, income generating, alternatives, ESG, factor-based and more.
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Customize for your preferences
Implement your vehicle preferences, favorite managers and more.
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Receive your custom model
BlackRock commits to actively managing your model within a risk budget.
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Deliver custom materials
White-label our content to share with current or prospective clients.

 Ready to get started? Contact us

*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.

Additional resources with custom model portfolios

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Tax-smart portfolio management with advanced technology

BlackRock custom model clients can use  55ip's tax technology to facilitate tax-aware transitions into their models over time and provide ongoing, automated tax management, free of charge.

Easily add your logo on marketing materials

Custom model portfolio clients can add their logo to marketing materials with BlackRock’s tool, brand and share.

Contact BlackRock to learn more about custom model portfolios

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