Help clients allocate to equity with their portfolio goals in mind

Consider starting with your base and then tip the scale toward seeking resilience or growth to help optimize your equity mix based on your larger asset allocation.
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Build your base

Use low-cost, tax-efficient ETFs to access strategic, long-term exposures that aim to track broad markets.
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Seek resilience

For overall conservative portfolios, consider allocating more to defensive equities that can help outperform during periods of higher volatility.
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Seek growth

For overall aggressive portfolios, investors may want to consider growth oriented equities designed to seek outperformance.

See how our equity offerings can fit into your clients' portfolios

BlackRock offers a variety of portfolio and investment tools to help financial professionals build an asset allocation that best fits their clients’ portfolios. Use our tools which have been designed to provide reliable, unbiased data for BlackRock & non-BlackRock ETFs and mutual funds.

Analyze client portfolios with our portfolio analysis tool

Use our tool to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors and much more.
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Take a year-round approach to tax-efficient investing

Taxes can have a greater impact on portfolio returns than fees. BlackRock's Tax Center provides resources to help you keep tax efficiency in focus throughout the year.
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Explore the latest insights on equity investing

Take a deeper dive into how BlackRock’s equity strategies and insights can help you seek the best potential outcomes for clients' portfolios.

  • Equity

    Adding AI resilience to equity portfolios

    Apr 30, 2026|ByBlackRock Fundamental Equities

    As market leadership shifts, investors are seeking refuge in areas that may be less sensitive to AI disruption risk. Finding it requires a nimble approach.

  • Equity

    Mega-Cap Exposure: Manage Concentration Risk in the U.S. Market

    Apr 30, 2026|ByBlackRock

    Learn how rising S&P 500 concentration affects portfolios and how Build ETFs can help fine-tune mega-cap exposure and manage concentration risk.

  • Equity

    Energy and the AI buildout: An investor’s perspective

    Apr 21, 2026|ByTony KimBlackRock Fundamental Equities

    Will power bottlenecks impede the AI data center buildout? BlackRock technology investors say no, citing solutions to both near- and long-term constraints.