Adopting a model portfolios-based practice: examples from advisors

Hear from advisors on why and how they are using model portfolios – from evolving their business to improving relationships with clients.

After adopting a models-based practice, 84% of advisors had higher business valuations, 91% reported AUM growth and 83% reported higher personal income.*
Why model portfolios? How to choose a model portfolio How to communicate with clients How to run a models-based practice
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Why should advisors use model portfolios?

By using model portfolios, advisors can shift their focus from time-consuming portfolio construction to deepening client relationships and offering high-touch servicing.
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Benefits of a model portfolios-based practice

Hear from advisors who have already made the move to models, and why they wish they'd done it sooner.
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How to choose a model portfolio provider

When looking for a model portfolio provider, it’s important to consider the managers’ fees, years of experience, portfolio analysis tools, and more.
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Different ways to use model portfolios

Model portfolios can serve as a foundational approach across all types and sizes of client accounts. There are a broad range of model portfolios, which can help cater to an individual client’s needs or preferences.
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How to share your portfolio selection with clients

Learn how to craft compelling stories that explain to clients the potential benefits of using a model portfolio, from a dedicated team that spends all of their time building models to timely market updates.
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Resources to help guide your conversations with clients

Advisors share which resources they use, and how they partner with asset managers to provide high-touch service to clients throughout the investment process.
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How to respond to prospective client FAQs

A prospective client might ask why you aren't their portfolio manager. Acknowledge their question and lean on what you do offer - it's more than they may think.
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How to customize your client conversations

It's a common misconception that all clients want a customized portfolio. At the end of the day, they want an investment solution that will help them comfortably reach their goals.
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How to segment your clients

Grow your model portfolio-based practice and enhance client servicing by strategically segmenting your book of business based on criteria like AUM, influence, and investor needs.
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How to transition to a model portfolios-based practice

Before moving your clients to models, have a plan in place that covers, but is not limited to: how many model providers you plan to work with and how to communicate the benefits to clients.
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Should your business be fee-based?

When reviewing your practice, consider the shift to a fee-based advisory service to help improve the profitability and sustainability of your practice.
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BlackRock model portfolios

Search for model portfolios by client goal, trading frequency, vehicle type and more.

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Building your own portfolios?

Consider using the latest market views as an input to streamline and enhance your current portfolio building process.

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Explore the teams behind BlackRock's model portfolios

Our model portfolio line-up is delivered by three portfolio management teams. Each team employs distinct strategies to help clients achieve their goals.

Learn more

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

Market insights from our model portfolio managers

  • Multi-Asset

    Protecting retirement income amid market volatility

    Jun 01, 2026|ByJustin Christofel, CFA, CAIALouis Arranz, CFA, CAIA, FRM

    We examine how market volatility and drawdowns impact retirement savings and how an income-centric approach can help investors navigate them.

  • Multi-Asset

    Energy stocks, last hedge standing

    May 21, 2026|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich reflects on stock market strength amid current geopolitical unknowns and a lack of reliable hedges.

  • Multi-Asset

    Top questions from models clients: alternatives, AI, and uncertainty

    May 20, 2026|ByMichael Gates, CFA

    Top questions from BlackRock Target Allocation custom model portfolio clients

  • Model Portfolio

    Target Allocation Monthly: stock market resilience

    May 05, 2026|ByBrett WagerMichael Gates, CFA

    Get timely market outlooks, thought leadership and portfolio positioning insights from the BlackRock Target Allocation model portfolio team.

  • Multi-Asset

    Economy and Markets Likely to Prove Resilient

    Apr 20, 2026|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich discusses the war in the Middle East, its potential impact on oil, and why he remains cautiously optimistic on markets.

  • Multi-Asset

    Where active ETFs fit in model portfolios

    Mar 20, 2026|ByMichael Gates, CFA

    How BlackRock Target Allocation model portfolios utilize active ETFs to enhance portfolio construction