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BlackRock Model Portfolios
Models you can make your own
With BlackRock model portfolios you get expert investment guidance, a disciplined investment approach and customizable portfolios designed to meet your clients' unique goals.
A model for every investor
BlackRock has built a menu of model portfolios to help meet real life goals for real-life clients. Our models are designed to help you seek better returns throughout a spectrum of risk objectives including conservative, moderate and aggressive.
Introduce BlackRock to your clients
Our client-approved brochure shares how BlackRock partners with advisors like you to help achieve client goals.
© 2021 BlackRock, Inc. All rights reserved.
1 Alpha is considered outperformance over an investment or fund's benchmark, typically thought to be generated by active management or the skill of a management team.
* There is no overlay fee for the use of 55ip's technology when using a BlackRock model portfolio. Additional fees, including underlying fund fees to implement a portfolio may apply.
Carefully consider the BlackRock and iShares Funds within the model portfolios' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing.
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.
IMPORTANT: The projections or other information generated by the tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
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.
Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.
International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/developing markets and in concentrations of single countries.
Transactions in shares of ETFs may result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders.
The BlackRock Model Portfolios are provided for illustrative and educational purposes only, do not constitute research, investment advice or a fiduciary investment recommendation from BlackRock to any client of a third party financial professional (each, a “Financial Professional”), and are intended for use only by such Financial Professional as a resource to help build a portfolio or as an input in the development of investment advice from such Financial Professional to its own clients and shall not be the sole or primary basis for such Financial Professional’s recommendation and/or decision. The BlackRock Model Portfolios themselves are not funds.
55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. Such registration does not imply a certain level of skill or training. The BlackRock Model Portfolios are provided for illustrative and educational purposes only. The BlackRock Model Portfolios do not constitute research, investment advice, or an investment recommendation from BlackRock to any client of 55ip, and are intended for use by 55ip, with other information, as a resource to help build a portfolio or as an input in the development of investment advice from 55ip to its own clients. 55ip is responsible for making its own independent judgment as to how to use the BlackRock Model Portfolios. BlackRock does not have investment discretion over, or place trade orders for, any portfolios or accounts derived from the BlackRock Model Portfolios. BlackRock is not responsible for determining the appropriateness or suitability of the BlackRock Model Portfolios or any of the securities included therein for any client of 55ip. Information and other marketing materials provided by BlackRock concerning the BlackRock Model Portfolios – including holdings, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the BlackRock Model Portfolios. Any performance shown for the BlackRock Model Portfolios does not reflect actual trading, nor does it include brokerage fees, commissions, or any portfolio management overlay fee, which would further reduce returns. There is no guarantee that any investment strategy will be successful or achieve any particular level of results. The BlackRock Model Portfolios, allocations, and data are subject to change. The BlackRock Model Portfolios themselves are not funds, and any portfolio performance shown is hypothetical. Some of the BlackRock strategies are also available as managed account strategies. Such managed account strategies have actual performance that may differ from, and in some cases may be lower than, the hypothetical performance of the model portfolios.
The BlackRock and iShares Funds within the model portfolios are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). BlackRock Fund Advisors, an affiliate of BlackRock Investments, LLC is a registered investment adviser. BlackRock and 55ip are not affiliated. BlackRock disclaims responsibility for any content provided by 55ip.
© 2021 BlackRock, Inc. All rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iRETIRE, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, TARGET DATE EXPLORER the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.
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