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Client conversations

MODEL PORTFOLIO CLIENT MATERIALS

Model portfolio client conversation resources for financial advisors

Access client-friendly model portfolio materials and tools to help you have more meaningful conversations with current and prospective clients.

Your trusted partner for model portfolios

BlackRock's sole focus is to deliver well-built and dynamically managed model portfolios that help your clients stay invested for the long-term. 

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Review BlackRock's model portfolio offering

Simplify your model selection process by reviewing BlackRock's range of model portfolios by attributes like investment vehicle, style, trading frequency and more.

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Share how you partner with BlackRock model portfolios

BlackRock offers model portfolios to help your clients achieve their real-life investment goals.

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Access model portfolio literature

Product materials

Review materials for specific model portfolios in the additional materials section of Model Evaluator.
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Fact sheets & commentaries

Target Allocation model portfolios Target Allocation model portfolios
Global Allocation model portfolios Global Allocation model portfolios
Multi-Asset Income model portfolios Multi-Asset Income model portfolios

Explore Advisor Center tools

Access Advisor Center’s tools to evaluate model portfolio holdings, risks, fees, performance and more. Make more informed decisions quickly and communicate impacts to clients clearly.
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Model Evaluator

Filter and view available models by categories like growth, income, tax aware, sustainable and more to help meet clients’ needs.
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360° Evaluator

Analyze a model portfolio and customize its holdings for unique clients. Create client-friendly reports highlighting holdings, performance, fees, insights, and more.
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Scenario Tester

Stress test a model portfolio or a current portfolio to see how they could react against 30+ market events.
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Tax Evaluator

Designed to help you take control of your clients' tax liability, review portfolios to identify funds distributing capital gains and help clients keep more of what they earn.
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Brand & Share

Add your logo to client-facing materials like a recent trade notice, brochure, or market update.
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