BLACKROCK PORTFOLIO ANALYSIS AND SOLUTIONS (BPAS)

What's covered?

BlackRock Portfolio Analysis and Solutions (BPAS) are a team of highly qualified investment consultants who empower clients to gain new perspectives on their portfolio, giving them the tools and support that they need to get closer to their overall portfolio objectives.

In an environment of increasing complexity, regulatory pressure, market uncertainty and an ever-evolving investment universe, we recognise that building a portfolio that continues to meet the needs of clients is becoming more and more challenging.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor may not get back the amount originally invested.

How can we help you?

Through our consultancy services, we have partnered with over 800 investors*, to deliver innovative solutions and insights, to help solve their portfolio challenges. Discover some of the ways that we could support you in making better informed investment decisions.

Here are just a few examples of where we can help:

Objective alignment checks Objective alignment checks: Identifying your main drivers of return and analysing how they might respond in different scenarios.
Risk and style factor analysis Risk and style factor analysis: Analysing how your investment choices are impacting exposure to macro and style factors such as momentum and quality.
ESG analysis ESG analysis: Evaluating and advancing your portfolio’s ESG score and carbon footprint.
A partner at moments of change A partner at moments of change: Providing innovative investment ideas for you to consider, helping to bring you closer to your investment objectives.
Portfolio optimisation Portfolio optimisation: Assisting with asset allocation decisions and in constructing new models.

*BlackRock Portfolio Analysis and Solutions, from January 2018 - May 2021.

Watch now to learn how the role of fixed income in portfolios is evolving.

BPAS consultation form

Please note you will only be contacted subject to meeting certain BPAS criteria

Please click here to opt-in to receiving future communications from BlackRock on similar topics.

Any data collected will be processed according to BlackRock’s privacy policy, which can be found here.

X

Thank you!


Your request had been received.

Meet the team
Dr. Stephanie Lang
Portfolio Consultant
Dr. Florian Bitsch
Portfolio Consultant

BPAS content

  • Ursula Video

    Navigating portfolio challenges

    Learn about some of the common challenges investors face and how they are solving these challenges with indexing.
  • 3 habits of highly effective 'active' investors

    3 habits of effective investors

    Regulation, technology and evolving client needs demand a re-think of portfolio construction.
  • Portfolio Insights

    Portfolio Insights

    Asset allocation and trends with EMEA portfolios.
  • Bringing sustainability to the core of your portfolio with climate-aware CMAs paper

    Implementing climate considerations

    Discover how we are leveraging BlackRock’s new return expectations to help investors.
  • A new investment order for fixed income paper

    A new investment order for fixed income

    The role of fixed income in portfolios is evolving. Learn more about implementing a whole portfolio approach for fixed income.
X
Ursula Marchioni

Ursula Marchioni
Managing Director

Ursula Marchioni, Managing Director, is Head of BlackRock Portfolio Analysis and Solutions (BPAS) in EMEA. The team conducts customised, outcome-orientated client engagements around portfolio construction and risk management to assist with asset allocation, portfolio structure, and implementation decisions. This is executed across multiple asset classes and structures and includes active and index products.

Prior to her current role, Ms Marchioni was the Chief Strategist EMEA, for iShares. Ms Marchioni is a frequent contributor to financial news media and appears regularly on Bloomberg TV and CNBC.

Ms Marchioni holds a Laurea cum laude in Physics from Universita degli Studi di Trento in Italy.