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.
Assess fund health

Assess fund health with Investment Quality

With Investment Quality (IQ), identify the health of individual mutual funds and ETFs across your book and proactively identify potential opportunities to make changes.
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Analyze client portfolios with 360° Evaluator

Use 360° Evaluator to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors and much more.

Optimize portfolios for after-tax returns

Many advisors overlook how taxes can impact returns more than fees. BlackRock’s Tax Evaluator helps track capital gains across 7K+ funds and spot tax-loss harvesting opportunities to help clients keep more of what they earn.
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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

    AI stocks, alternatives, and the new market playbook for 2026

    Dec 18, 2025|ByCarolyn Barnette

    In 2025, global stocks delivered strong returns despite periodic pullbacks, underscoring the value of staying invested in a diversified portfolio. Bonds once again acted as stabilizers, with Fed rate cuts boosting fixed income performance relative to cash. Looking ahead to 2026, many investors remain constructive on equities, while seeking balance through bonds, alternatives, and option-based strategies.

  • Equity

    Equity Market Outlook

    What’s in store for stocks in 2026? Our Q1 outlook explores the evolving opportunities in AI, and some quieter areas of the market worth investor attention.

  • Equity

    Cheery earnings, leery investors and an optimistic equity outlook

    Nov 26, 2025|ByCarrie KingBlackRock Fundamental Equities

    What do Q3 company earnings tell us about the U.S. equity market outlook? Carrie King sees opportunity in AI and beyond, and dispersion even within the Mag 7.