Literature Library

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		SMA-Capital Appreciation-Client Presentation Presentation Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account presentation featuring an overview of BlackRock, and a snapshot of the strategy's portfolio construction philosophy, investment team, and performance. Publication date: May 27, 2026 Target Audience: For Individuals Product group: Separately Managed Accounts Done	May 27, 2026
		SMA-Equity Dividend-Client Presentation Presentation Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account presentation featuring an overview of BlackRock, and a snapshot of the strategy's portfolio construction philosophy, investment team, and performance. Publication date: May 27, 2026 Target Audience: For Individuals Product group: Separately Managed Accounts Done	May 27, 2026
		SMA-Fundamental Core Taxable Fixed Income-Client Presentation Presentation Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account presentation featuring an overview of BlackRock, and a snapshot of the strategy's portfolio construction philosophy, investment team, and performance. Publication date: Nov 27, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Nov 27, 2025
		SMA- Municipal Opportunities SMA Presentation Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account presentation featuring an overview of BlackRock, and a snapshot of the strategy's portfolio construction philosophy, investment team, and performance. Publication date: Nov 27, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Nov 27, 2025
		SMA-Intermediate Flexible Taxable Fixed Income-Client Presentation Presentation Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account presentation featuring an overview of BlackRock, and a snapshot of the strategy's portfolio construction philosophy, investment team, and performance. Publication date: Nov 27, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Nov 27, 2025
		SMA-Intermediate Taxable Fixed Income-Client Presentation Presentation Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account presentation featuring an overview of BlackRock, and a snapshot of the strategy's portfolio construction philosophy, investment team, and performance. Publication date: Aug 27, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Aug 27, 2025
		SMA-Short Duration-Client Presentation Presentation Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account client presentation featuring an overview of BlackRock, a snapshot of the strategy's performance, portfolio construction philosophy, and investment team. Publication date: Aug 27, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Aug 27, 2025
		Aperio Tax-Loss Harvesting Strategies Deck Presentation Actions Information Information Description: Aperio Tax-Loss Harvesting Strategies Deck Publication date: Apr 14, 2025 Target Audience: For Professional Investor Use Only Product group: Separately Managed Accounts Done	Apr 14, 2025
		Deck: Enhanced long term muni SMA client presentation Presentation Actions Download Add to favorites Information Information Description: Quarterly managed account presentation featuring an overview of BlackRock, and a snapshot of the strategy's portfolio construction philosophy, investment team, and performance. Publication date: May 27, 2026 Target Audience: For Individuals Product group: Separately Managed Accounts Done	May 27, 2026
		Client Tax Preferences Presentation Actions Information Information Description: Client Tax Preferences Publication date: Mar 17, 2026 Target Audience: For Professional Investor Use Only Product group: Separately Managed Accounts Done	Mar 17, 2026

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SMA-Capital Appreciation-Client Presentation

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SMA-Equity Dividend-Client Presentation

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SMA-Fundamental Core Taxable Fixed Income-Client Presentation

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SMA- Municipal Opportunities SMA

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SMA-Intermediate Flexible Taxable Fixed Income-Client Presentation

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SMA-Intermediate Taxable Fixed Income-Client Presentation

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SMA-Short Duration-Client Presentation

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Aperio Tax-Loss Harvesting Strategies Deck

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Deck: Enhanced long term muni SMA client presentation

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Client Tax Preferences

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