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

    Clients craving innovation beyond tech? Insight on healthcare stocks

    While tech stocks have dominated investor attention in recent years, another innovative sector may be worth a look. Learn more about healthcare stocks.

  • Practice Management

    Strategic Withdrawals for Higher Education

    May 12, 2026|ByMark DiSipio, CIMA®

    A strategic approach to withdrawing assets for higher education funding.

  • Equity

    How to diversify with bitcoin, gold and alternative investments

    May 06, 2026|ByChris DiPrimioKristy Akullian, CFA

    Explore how bitcoin, gold, and alternative investments can help diversify portfolios and manage risk across different market environments.