In practice:
Solving portfolio challenges with indexing

  • Portfolio construction is being transformed by regulatory and industry change
  • Client portfolios need to be more efficient than ever before
  • Many investors are turning to indexing for diversified and low-cost solutions

Indexing has helped clients to solve for some of the most common challenges they face when constructing and managing their portfolios. We review some examples of index strategies in action to showcase the tools available for building the best portfolios for your clients.

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

How are your peers solving portfolio challenges?

Dive into our client case studies and see how indexing could help you maximise the efficiency of risk and fee budget, reduce portfolio costs and focus on finding true alpha in select areas of your portfolio.

Re-thinking product choices

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Button collection

Expressing short-term
market views

Show me how
Man looking at city view

Building a defensive portfolio

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Brick laying

Managing allocations
to alternatives

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View of city under construction

Deciphering factor
driven returns

Show me how
Sunflower

Thinking sustainably

Dive into the case study
Buildings

Cash flow management

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Cash flow management

Alternative investing

Show me how
View of city under construction

Managing portfolio costs

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Eggs

Thinking sustainably

Dive into the case study
Buildings

Adapting to a lower
yield environment

Show me how
Gymnast

Managing portfolio costs

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Button collection

Expressing short-term
market views

Show me how
Man looking at city view

Building a defensive portfolio

Discover now
Brick laying

Thinking sustainably

Dive into the case study
Buildings

Deciphering factor
driven returns

Show me how
Sunflower

How can we help?

BPAS

We know that every investor has different portfolio needs. From case studies, bespoke portfolio analysis to full outsourcing, explore the ways BlackRock can help you.

Explore portfolio solutions


Source: BlackRock, March 2020. All case studies included are or illustrative purposes only.

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