MODEL PORTFOLIO RESOURCES FOR INSTITUTIONS

Our funds and services could help you build better models and distribute them more effectively. Contact our team to help optimize your portfolio outcomes.

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

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.

THE ISHARES PARTNER SERVICE MODEL

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

THE MODEL MANAGER EXPERIENCE INCLUDES:

Determine which models to launch and how to evolve existing models for success: 

  • Proprietary insights based on 1,000+ models in Aladdin® and ETF usage trends within models
  • Support with new model development
  • Narrative development to help market model portfolios 

    Use Total Portfolio Workbench to analyze the resiliency of your model’s asset allocation, examine sources of risk & 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 appropriate investment vehicles for model portfolios using: 

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

    Use Fund Navigator (coming soon) to navigate U.S. domiciled ETFs, create watchlists and set thresholds and alerts for ongoing monitoring. Reach out to GroupEIIInstitutionalClientTechnology@blackrock.com to learn more. 

    Identify trading strategies that work for you with:

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

    Use ETF Pre-Trade to evaluate ETF liquidity and trading costs for equity and fixed income ETFs across multiple trading strategies. Access ETF Pre-Trade here

    Access BlackRock’s marketing engine to help scale distribution:4

    • Paid media — native articles that historically have reached 4,000 views/month
    • Events/Webinars — 17 in 2022, that have historically reached >500 asset managers + digital web hub for replays
    • Whitepapers & Thought Leadership — that have historically reached >4,700 active institutional asset manager subscribers 

    To learn more about how to access BlackRock’s marketing engine, reach out to isharesclientrequests@blackrock.com.

    Leverage Aladdin to help accelerate and scale model distribution: 

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

    To learn more about how BlackRock can help scale model distribution, reach out to  isharesclientrequests@blackrock.com.

    Build models tailored to your clients’ objectives leveraging BlackRock’s sophisticated tax technology and customizable solutions: 

    • 55ip: Automate tax management using tax-smart technology 
    • Aperio by BlackRock: Create customized tax-managed equity, factors and ESG strategies 
    • BlackRock Tax EvaluatorMonitor capital gains exposure 

    To learn more about how BlackRock can help with model customization, reach out to  isharesclientrequests@blackrock.com.