A broad, diversified model portfolio offering can equip wealth advisors with the institutional-grade asset allocations they need to meet clients’ specific investment objectives.
Advisory clients’ expectations are growing as the market for sophisticated financial guidance becomes increasingly crowded and competitive. Asset markets can be volatile, and both risk and opportunity may be likely to continue in the years ahead. Meanwhile, advisors seek more time and attention for counseling their current clients and acquiring new ones.
Against this backdrop, model portfolios can be a potential investment solution for advisors to help keep clients engaged and may help address clients’ investment objectives.
Please view a discussion with portfolio construction experts and users of model portfolios from John Hancock and BlackRock on topics such as:
- Deploying model portfolios to meet a broad array of investor requirements
- The power of model customization to tune investment strategies to clients’ unique objectives
- The growth in model portfolio availability as providers expand model offerings with new asset classes and strategies
- The improvements in efficiency and effectiveness that advisors gain from a well-executed model portfolio strategy
- How using models effectively liberates advisors to focus on client engagement and practice development
Who you’ll hear from
- Rob Eckrote, CFA, VP of Institutional Consulting at BlackRock
- Nathan Thooft, CFA, CIO of Multi-Asset Solutions at John Hancock
- Moderated by Cynthia Steer, Co-chair of II’s Institutional Investor Institute and Alternative Investor Institute
For Professional, Institutional and/or Accredited investor use only.
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION.
For Canadian investors:
All information about U.S.-domiciled iShares funds is intended for institutional investors in Canada only. Institutional investors must qualify as a “permitted client” within the meaning of National Instrument 31-103 – Registration Requirements, Exemptions and Ongoing Registrant Obligations, as an “accredited investor” within the meaning of National Instrument 45-106 – Prospectus Exemptions and must not be an individual. If you do not meet these eligibility criteria, do not accessor use this material. The U.S.-domiciled iShares funds have not been nor will they be qualified for sale to the public under applicable Canadian securities laws and, accordingly, any purchase or sale of the U.S.-domiciled iShares funds in Canada that occurs as part of a distribution, and any subsequent resale, must be made on a basis which is exempt from or not subject to the prospectus requirements of Canadian securities laws. You are advised to seek Canadian legal advice prior to any purchase or resale of U.S.-domiciled iShares funds.
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For U.S. investors:
This information should not be relied upon as investment advice, research, or a recommendation by BlackRock regarding (i) the funds, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Only an investor and their financial professional know enough about their circumstances to make an investment decision.
Carefully consider the investment objectives, risk factors, charges and expenses of funds within the model portfolios before investing. This and other information can be found in the funds’ prospectuses or, if available, the summary prospectuses which may be obtained by visiting each fund company’s website or calling their toll-free number. For BlackRock and iShares Funds, please visit www.BlackRock.com or www.iShares.com. Read the prospectuses carefully before investing.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.
The BlackRock model portfolios are provided for illustrative and educational purposes only. The BlackRock model portfolios do not constitute research, are not personalized investment advice or an investment recommendation from BlackRock to any client of a third party financial professional, and are intended for use only by a third party financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. The BlackRock model portfolios themselves are not funds.
BlackRock intends to allocate all or a significant percentage of the BlackRock model portfolios to funds for which it and/or its affiliates serve as investment manager and/or are compensated for services provided to the funds (“BlackRock Affiliated Funds”). Clients will indirectly bear fund expenses relating to assets allocated to funds, including BlackRock Affiliated Funds. BlackRock has an incentive to (a) select BlackRock Affiliated Funds and (b) select BlackRock Affiliated Funds with higher fees over BlackRock Affiliated Funds with lower fees.
The model portfolios are made available to financial professionals by BlackRock Fund Advisors (“BFA”) or BlackRock Investment Management, LLC (“BIM”), which are registered investment advisers, or by BlackRock Investments, LLC (“BRIL”), which is the distributor of the BlackRock and iShares funds within the model portfolios. BFA, BIM and BRIL (collectively, “BlackRock”) are affiliates.
The opinions expressed are those of speakers and are subject to change. There is no guarantee that the forecasts made will come to pass. This material does not constitute investment advice and is not intended as an endorsement of any specific investment. Investment involves risk. Information and opinions are derived from proprietary and non-proprietary sources.
This material is provided for educational purposes only and is not intended to constitute investment advice or an investment recommendation within the meaning of federal, state or local law. You are solely responsible for evaluating and acting upon the education and information contained in this material. BlackRock will not be liable for direct or incidental loss resulting from applying any of the information obtained from these materials or from any other source mentioned. BlackRock does not render any legal, tax or accounting advice and the education and information contained in this material should not be construed as such. Please consult with a qualified professional for these types of advice.
The iShares and BlackRock Funds that are registered with the US Securities and Exchange Commission are distributed in the US by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). This material does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction.
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