Invest in a transforming world

The practice and portfolio of the future

Express clients’ values and convictions.

The economy continues to transform, and the next generations of clients are different than the last. Help grow your business by understanding and responding to their interests.

Grow your business with sustainable

Although only 11% of advisors report their clients are interested in sustainable investing, 72% of Americans reported interest in investing sustainably. As you think about engaging existing and emerging clients, sustainable investing can be a great place to start.1

Looking for a new idea to bring to your clients?

Learn how investing for ESG outcomes can help grow your business and express your clients' views.

Educate your clients

Learn how ESG insights can potentially help investors achieve better long term outcome by uncovering risks and opportunities that may be overlooked by traditional financial analysis.

Let’s flashback to driving a car 15 years ago. Drivers would use rear and side view mirrors to merge, back up, and park. Today, thanks to advancements in technology, we have cars with rear view cameras, collision warnings, and side view sensors. These evolved safety features give drivers a more complete view of their surroundings, helping them make better decisions.

The same thing is happening with investing.  While traditional financial analysis still anchors investment decisions, the greater availability of sustainable data today gives investors a more holistic view of the companies they invest in.

Sustainable investing uncovers Environmental, Social, and Governance (or ESG)-related risks and opportunities that traditional security analysis may overlook. By giving investors a more complete view, sustainable investing helps identify companies that may be better positioned for long-term growth. Let’s zoom in.

Environmental Risks increasingly threaten company profitability through extreme weather, rising sea levels or pollution and waste. Companies exposed to frequent extreme weather events, near the water, or in a wildfire zone, may face disruptions to their operations and threaten their long-term performance.

Product liability, health and safety, and data privacy are all examples of Social risks to a

company. Companies that overlook data security risks may be susceptible to hackers or data breaches that can quickly drive down a stock price.

Board quality and diversity, fair CEO pay, and accounting practices are all Governance risks. Companies with a diverse and independent board of directors can help reduce the risk of oversight, fraud, and bribery. 

Sustainable investing doesn’t replace traditional financial analysis – it supplements and enhances it. BlackRock empowers investors to assess ESG risks in their portfolio construction process and makes it easy to get started with solutions across both iShares ETFs and BlackRock active mutual funds.

Regardless of your views on the future, long-term success is one goal that unifies all investors. BlackRock believes that investments that consider E, S and G metrics can help you pursue long-term success of not just your portfolio, but the world.

Sustainable investing 101

Just as everyday activities have improved thanks to data and technology (e.g. driving a car), so has investing. Explore how sustainable investing can help give a more complete view of the companies you invest in.

Putting thematic investing in focus

Explore how you can use iShares megatrend ETFs to help your clients invest in the trends making headlines today.

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Medical breakthroughs

Invest in companies leading the way in genomics, immunology, and bioengineering.

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Self-driving and electric cars

Access companies at the forefront of self-driving and electric vehicle innovation.

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Robotics and artificial intelligence

Access companies that may benefit from innovation in robotics and AI.

Be a tax-aware investor
Planning ahead for tax-impact can help your clients keep more of what they earn. BlackRock’s Tax Evaluator tracks capital gain estimates for 7,000+ funds to help you stay in control of your client’s tax liability.
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Build the practice of the future

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Earn tomorrow’s clients

Earn tomorrow’s clients

Retiring + emerging + diverse investors

Baby boomers are starting to navigate retirement while the growth of Millennial wealth is accelerating. Additionally, changing demographics are layering cultural complexity onto financial needs. Earning the trust of tomorrow's more complex clients will be key to the future growth trajectory of your business.

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The growth formula

The growth formula

Three steps to build your business

Clients want more of your time, but your business demands it and you want to grow. What can you do? The key to growth is finding more time for current and prospective clients. To achieve this, top advisors we've consulted with focus on streamlining their investments, increasing their business efficiency, and instilling trust with clients.

Personalize at scale

Personalize at scale

Scale and simplify your practice

Your two most important resources are your team's time and energy. And while advisors typically spend almost half their time (45.7%) with clients, other aspects of your business continually compete for these resources.2 SMAs may help you deliver a personalized investment approach without taking time away from your clients.