BlackRock Active Equity SMAs

BlackRock's equity separately managed accounts (SMAs) help advisors build personalized, tax-managed equity portfolios seeking to meet the needs of their client
Are you a Financial Advisor? Contact an SMA specialist to learn more. Are you a Financial Advisor? Contact an SMA specialist to learn more.

Seek investment alpha with BlackRock's active equity SMAs

BlackRock harnesses the power of human expertise and technology to construct personalized equity portfolios seeking to deliver consistent alpha.
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Data driven approach

BlackRock's investment teams leverage data-driven analysis and research that inform security selection and portfolio positioning.
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Risk-aware portfolio construction

Disciplined portfolio construction framework focuses on delivering better risk-adjusted returns across market environments.
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Portfolio level customization

Flexibility to customize portfolios at the individual account level across taxes, risk preferences and values.

Additional BlackRock SMA solutions

Aperio Tax-Managed

Learn more about our personalized, direct indexing separately managed accounts.
Learn more View the Aperio Tax Managed page

Target Allocation SMAs

Learn about models for high-net-worth clients featuring exposures to individual stocks and bonds through SMAs alongside ETFs.
Learn more View the Target Allocation SMAs page

Connect with an SMA specialist

If you are a financial advisor, you can sign in to schedule a meeting with one of our SMA specialists. They can review available SMA strategies, portfolio customization capabilities, and generate client-friendly sample portfolios.
Schedule a meeting Connect with a BlackRock SMA specialist to learn more
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FAQs

  • An active equity SMA (separately managed account) is a personalized portfolio of individual stocks managed by a professional investment manager. Unlike pooled vehicles, active equity SMAs provide individual security ownership, greater transparency, and the ability to customize portfolios around client objectives, taxes, and preferences.

  • Active equity SMAs can be customized across investment objectives, risk parameters, tax considerations and values preferences. Advisors can implement client specific guidelines including tax management and values alignment screens.

  • Active equity SMAs allow for tax-aware portfolio management through individual security ownership. Unlike pooled vehicles, these portfolios allow for capital gains budgeting, tax loss harvesting and concentrated stock management.