Benefits of a models-based practice

Scale and simplify
your practice
Pursue more fee-based revenue and free up time
Manage fees with low cost
ETFs and funds
Help address the threat from new competitors charging 30bps
Implement a defined
investment process
Heightened regulatory scrutiny impacting your practice

Spend more time with clients and routinize your client reviews.

Consider models to help you grow your practice.

Reduce

Investment management and administration from

40 to 20 %

of your time*


Potential transfer of time

450+ hours saved*

View our insights


Increase

Client-facing
activities from

60 to 80 %

of your time*

Spend more time with clients and routinize your client reviews.

Rely on models to help you grow your practice.

Reduce

Investment management and administration from

40 to 20 %

of your time


Increase

Client-facing
activities from

60 to 80 %

of your time


Portential transfer of time

450+ hours saved*

View our insights

See what a models-based practice can do for you and your clients

The rise of models:
Transparency with clients and upholding fiduciary responsibilities are paramount. At BlackRock we recognize this and our Model Portfolios provide you asset allocations across alpha, index and factor investing. All of this backed by Aladdin risk-management.
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