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BLACKROCK MODEL PORTFOLIOS

Global Allocation Model Portfolios

Model portfolios for active investors combining alpha1, index and factor strategies into one portfolio.

Access a world of opportunity

BlackRock's Global Allocation model portfolios strive to 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 models are typically rebalanced monthly and portfolio managers can adjust the model's mutual funds daily, providing an opportunity for tactical flexibility.
Enhanced precision
The presence of team-managed funds within the models lets portfolio managers select investments at the security level, allowing for a high degree of investment precision.
Enhanced risk management & alignment
The selection of team-managed funds within the models allow real-time transparency into underlying holdings, allowing for a better understanding of risk and tracking error.

Global Allocation portfolio styles

BlackRock’s Global Allocation model portfolios seek total return across two distinct styles depending on your client’s tax preferences.
globe
GA Selects
Model portfolios 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
Model portfolios built for a range of outcomes with mutual funds from BlackRock’s Global Allocation team and an open architecture universe of ETFs focused on tax efficiency.

Current allocations & investment commentary

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

As of December 31, 2020.

Market Insights

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