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BLACKROCK MANAGED MODELS

Global Allocation Managed Models

Managed models for active investors combining alpha, index and factors into one portfolio.

Access a world of opportunity

BlackRock's Global Allocation managed models help investors achieve their long-term financial goals by adapting to changing market conditions. The models are managed exclusively by BlackRock's Global Allocation portfolio management team.
Enhanced flexibility
Global Allocation managed models are rebalanced monthly with the ability for portfolio managers to adjust the model's mutual funds daily, providing tactical flexibility.
Enhanced precision
By using team-managed funds, the portfolio managers can select investments at the security level, creating a high level of precision within the models.
Enhanced risk management & alignment
Using team-managed funds allows real-time transparency into the models underlying holdings, and could help reduce risk from outdated holdings.

Global Allocation portfolio styles

BlackRock’s Global Allocation managed models seek total return across two distinct styles depending on your client’s tax preferences.
globe
GA Selects
Managed models built across a range of outcomes with mutual funds from BlackRock’s Global Allocation team combined with an open architecture universe of ETFs.
Shield
GA Selects Tax-Aware
Managed models built across a range of outcomes with mutual funds from BlackRock’s Global Allocation team and an open architecture universe of ETFs focusing on tax efficiency.

Current allocations & investment commentary

BlackRock’s Global Allocation managed models rebalance on a monthly basis or as needed with market events. View the latest trade notice & market insights for Global Allocation managed models below.

Supported by BlackRock's dedicated team of investment professionals

Globe
United States

275+ investment professionals

Europe

150+ investment professionals

Asia/Pacific

45+ investment professionals

Rick Rieder
CIO of Global Fixed Income and Lead Portfolio Manager of the Global Allocation Fund, Strategic Income Opportunities Fund, and Total Return Fund
Russ Koesterich, CFA, JD
Portfolio Manager, Global Allocation Fund Head of Systematic Strategy, and Global Allocation Model Portfolios
David Clayton, CFA, JD
Portfolio Manager, Global Allocation Fund Head of Fundamental Security Selection
Kate Moore
Global Allocation Team Head of Thematic Strategy

Source: As of December 31, 2020.

Market insights

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