BlackRock Option Strategies

BlackRock is innovating to make option strategies more accessible. Explore how BlackRock can help implement options in your practice.
Options strategies can help advisors and their clients solve common investment challenges:
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Concentrated Stock Management

Dollar on lea

Income generation

Shield

Downside protection

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Seek tax-efficient outcomes

How options work

Options returns are determined by movements in the price of an underlying asset. Therefore, they offer investors the unique ability to adapt the risk and returns of a portfolio to help pursue a desired outcome.
Learn more about options basics here Learn more about options basics here
how options work

Why BlackRock for option strategies

Choosing a manager that offers access, expertise, and partnership is the first step to implementing options-based strategies. BlackRock’s suite of option strategies includes both option overlay SMAs and iShares Outcome ETFs

Access

BlackRock offers over 40 option-based strategies across SMAs and funds.

Expertise

BlackRock is entrusted with $30bn AUM in option-based solutions.*

Partnership

BlackRock options experts help investors navigate solutions with content, tools, and reporting.
SpiderRock Option Overlays Outcome ETFs
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SpiderRock option overlay SMAs seek to deliver outcomes like risk management, downside protection, and income generation on a client’s existing positions. As overlays, they often require no upfront cash or capital gain realization for funding. These strategies can be implemented across a range of asset classes including:

  • Concentrated low basis positions
  • Equity portfolios
  • Fixed income/cash

Potential use cases:

  • 01

    Reduce risk and tax neutrally diversify a low basis, concentrated position over time

  • 02

    Reduce risk or generate income in an equity portfolio

  • 03

    Enhance yield on fixed income or cash positions

To learn more about our option overlay solutions, you can schedule a meeting with a BlackRock Options Strategist or learn more about our offering.

Schedule a meeting  Explore Option Overlay SMAs

Outcome ETFs are options-based strategies that seek to deliver tailored investment outcomes like income or downside protection. Outcome ETFs seek to provide a scalability for option-based strategies with the liquidity, transparency, and low-cost of the ETF wrapper.

Potential use cases:

  • 01

    Help clients step out of cash in a risk-controlled manner

  • 02

    Add income to a client portfolio

  • 03

    Accelerate returns during periods of moderate growth

Considering which vehicle is best for you and your clients

BlackRock options suite

Options myth busting

Myths Reality
“Options are just for speculating” While some strategies can be used for speculating, other options strategies can be used as a wealth management tool to reduce risk in alignment with clients’ goals.
“Options are complex” Professionally managed strategies supported by interactive tools take the complexity out of options, allowing you to focus on the client outcomes they achieve. 
“Options are time consuming” Access to professional managers, education, and resources can make it easier than ever to incorporate options into an advisory practice.
"Quality option strategies are hard to find"  Outcome ETFs and Option Overlay SMAs are two of the fastest growing areas in the U.S wealth market. BlackRock is investing in its ETF and SMA platform to help democratize high quality, customizable option solutions.