Bridge above the river
Expected Return Analyzer

A tool to help optimize client portfolios

With stocks near record highs and bond yields near record lows, you may need to think beyond 60/40. BlackRock’s Expected Return Analyzer lets you test your current portfolio against forward looking projections and may help you identify ways to close the gap between your goals and your current allocation.
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Is your portfolio meeting expectations?

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For illustrative purposes only.

Delivering on your clients’ goals is critical to your success. The Expected Return Analyzer identifies how your portfolio stacks up against your targeted return and highlights potential gaps. Learn more about how exposures to alternatives can help close the gap to achieve better outcomes or analyze your existing alternative allocations.

What type of alternatives can help?

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For illustrative purposes only.

There’s more than one way to address a potential gap between expected and target returns. This tool offers insights that can help you:

- Explore illustrative portfolios, including exposures to alternatives, that can help achieve your goals.

- Easily review different allocations to evaluate the impact of alternatives on your portfolios.

- Explore a simple framework for selecting alternatives, including private markets.

Highlight your value to clients by using alternatives

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For illustrative purposes only.

Have more meaningful conversations with your clients by showing the potential impact of alternatives in their portfolios. You can easily generate client-friendly reports of your analysis in 360° Evaluator that will differentiate your practice from other financial professionals and help educate clients on the benefits of private markets.

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