MODEL PORTFOLIO RESOURCES FOR INSTITUTIONS

Our funds and services could help you build better models and distribute them more effectively. Access research and insights from iShares to help pursue your investment goals.

WHY INSTITUTIONS PROVIDE MODEL PORTFOLIOS

Learn how model portfolios may be delivering compelling opportunities for asset managers.

Reliable source of capital

Mutual funds distributed via models have a higher retention ratio (3 years) versus those distributed individually (1 year 8 months).1

Increase ROI

Models have an average ticket size that is 12x larger than the ticket size of individual funds.  Wholesalers that sell models see a greater return on their time spent with advisors.2

Pursue better outcomes

Through models, asset managers can deliver greater investment value to clients by influencing the entire model and how the individual funds blend together.3

iSHARES MODEL CONSULTING SERVICES

Shares provides model managers with end-to-end support to build, manage, and distribute models. ​

Contact the iShares Product Consulting team at​ GroupPSC@blackrock.com to learn more about our suite of tools and services.  ​

THE MODEL MANAGER EXPERIENCE INCLUDES:

Determine which models to launch and how to evolve existing models: ​

  • Proprietary insights based on 1,000+ models in Aladdin® ​
  • Support with new model development and trends​
  • Investment strategy development for portfolio construction and marketing of model portfolios​

Tool: Total Portfolio Workbench. Analyze the resiliency of your model’s asset allocation, examine sources of risk and return and ways to implement your asset allocation using iShares ETFs. ​

Returning users login here, new users click the request access here.​

Custom analysis to help select investment vehicles:​

  • ETF trend analysis on 2,500+ U.S. domiciled ETFs ​
  • Technical product expertise​
  • Industry & ecosystem intelligence ​

Tool: Fund Finder. Navigate the U.S. domiciled ETF market, create watchlists and custom monitoring. Reach out to GroupEIIInstitutionalClientTechnology@blackrock.com to learn more. ​

 

Returning users login here, new users click the request access here.​

Identify trading strategies with: ​

  • Research-based trading insights​
  •  ETF implementation, trading best practices and efficient execution ​

Tool: ETF Pre-Trade. Evaluate ETF liquidity and trading costs for equity and fixed income ETFs across multiple trading strategies. Access ETF Pre-Trade here. ​
  • Communicate portfolio changes clearly and concisely: ​
  • Contextualize your portfolio positioning with iShares Investment Strategy ​
  • Craft effective client communications ​

 

Access BlackRock’s marketing:​

  • Paid media —historically received 4,000 views/month​4
  • Events/Webinars historically received 4,000 views/month​5
  • Whitepapers & Thought Leadership — content partnership opportunities reaching 4,700+ active institutional asset manager subscribers​6

Leverage Aladdin® to accelerate and scale model distribution with: ​

  • Access to BlackRock’s Advisor Center ​
  • Integration of non-BlackRock Models potentially reaching 10,000+ advisors ​
  • Practice Management selling system to engage clients ​
  • Portfolio, tax and proposal tools to help position and scale your models

A MODEL MOMENT FOR ASSET MANAGERS

How model portfolios and market volatility have accelerated a fundamental​ shift for asset managers, advisors and their clients​

ACCESS REPORT
Video 01:32

THE FUTURE OF MODEL PORTFOLIOS

At our Future of model portfolios event this past June, leaders in asset and wealth management discussed the latest trends in creating, managing, and distributing model portfolios.

LEARN MORE HERE