Investment

expertise
simply
delivered
BlackRock Model Portfolios

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2 Investment expertise simply delivered | BlackRock Model Portfolios

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BlackRock:
your trusted partner.
World leader Quality, Singular
in risk value and client
management choice focus
We help investors We provide investment We invest only on
build resilient portfolios. solutions for every need. behalf of clients.

275
of the world’s largest
400 +
mutual funds and ETFs.
$9.5t
entrusted to us by clients,
financial institutions rely more than any other firm.
on Aladdin®, our risk
management technology. We construct portfolios with
high quality investments BlackRock doesn’t
from BlackRock and 3rd trade for itself, so
Your financial party managers. you can be sure that
professional invests for your best interest is
you with the same Work with your financial our only interest.
technology used by the professional to build the
world’s largest investors. portfolio that’s best for you.

Your goals are our goals. Invest your way. Feel confident.

Source: BlackRock, as of 6/30/21. iShares is the largest provider of exchange-traded funds based on number of ETFs offered globally and assets under management.

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The right team can help
you stay on track.
Your financial professional has your financial future in mind and can build a
strong foundation for your portfolio by starting with a BlackRock model.

Financial
Client BlackRock
professional

Articulates risk tolerance Determines model choice; Provides model portfolio,

and investment goals trades client portfolio; backed by Aladdin®
monitors performance risk technology

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 5

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The importance
of diversification.
Building a diversified portfolio, across asset classes, is one of
the most important components in reaching your financial goals.
BlackRock Model Portfolios are invested in a range of funds
aiming to help you achieve better returns within your risk level.

94
4%
% Security selection

Asset class
2%
Market timing
selection1

BlackRock constructs each model portfolio with

quality and cost-efficient investments across
alpha, index and factors.
Alpha strategies Index strategies Factor strategies
Managers delivering active Low-cost, tax-efficient, broad Historic drivers of outperformance
returns, not static tilts. market exposures. or reduced risk.

1 Source: Brinson, Hood and Beebower - Financial Analysts Journal/January-February 1995. Diversification does not assure a profit, nor does it protect against loss of principal.
Diversification among investment options and asset classes may help to reduce overall volatility.

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BlackRock Models
BlackRock has built a model portfolio menu to help meet your
real life goals. Work with your financial professional to invest in
a portfolio that aligns with what you want to achieve.

Helping you achieve your goals

Whether you are looking to aggressively grow your portfolio, maximize income or protect your nest
egg for you and your loved ones, BlackRock has a model designed to help you achieve your goal.

Build wealth Spend wealth Make it last

The way you want to invest*

You can work with your financial professional to choose a portfolio personalized to your preferences.
From environmentally conscious investments to portfolios designed to help protect from market
volatility, the choice is yours.

Traditional, environmentally
ETFs, mutual funds or a
sustainable or additional
combination of both
sources of return/risk

BlackRock only funds or a

Taxable or non-taxable
combination of BlackRock
(retirement)
and 3rd party managers

*Not all model portfolios are available at every firm.

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Keeping you informed every step of the way
The models are supported with commentaries, performance updates, podcasts and more to help
you stay up-to-date on your investments.

Explanations in plain language

every time we make a trade

Market views and commentary

from model portfolio managers

Materials to show current model

allocations and how the models
are performing

Podcasts released every quarter so

you can hear directly from BlackRock

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 Built on world
leading risk
management.
We use technology to think beyond what’s possible.
Aladdin helps our portfolio managers identify risks
and opportunities – helping build more resilient
portfolios and managing exposures over time.

Aladdin
The world’s leading risk management technology

50+ 1,500+ 55k

risk analytic developers and investment
measures product managers professionals rely
calculated on dedicated to on Aladdin around
each security. Aladdin. the world.

Source: BlackRock. All figures as of 6/30/21.

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 Managed by a team
of professionals.
Our sole focus is to deliver you well-built and dynamically
managed model portfolios.

BlackRock Model Portfolios by

the numbers:

$
81b
In global model portfolio AUM

35
Countries investing in our mandates

100
Years of combined investment

Source: BlackRock. All figures as of 6/30/21.

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Invested in your financial well-being.
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Want to know more?
blackrock.com/models | [email protected] | (1-877-ASK-1BLK)

Important notes:
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.
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 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 BlackRock model portfolios. BFA, BIM and BRIL
(collectively, “BlackRock”) are affiliates.
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. Such financial professionals are responsible for making their
own independent judgment as to how to use the BlackRock model portfolios. BlackRock does not have investment discretion over, or place trade orders for, any portfolios or accounts
derived from the BlackRock model portfolios. BlackRock is not responsible for determining the appropriateness or suitability of the BlackRock model portfolios, or any of the securities
included therein, for any client of a financial professional. Information concerning the BlackRock model portfolios — including holdings, performance, and other characteristics — may vary
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any particular level of results. The BlackRock model portfolios themselves are not funds.
The BlackRock model portfolios include investments in shares of funds. Clients will indirectly bear fund expenses in respect of portfolio assets allocated to funds, in addition to any fees
payable associated with any applicable advisory or wrap program. 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”). BlackRock has an incentive to (a) select BlackRock
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in the BlackRock Affiliated Funds constitute BlackRock’s compensation with respect to the BlackRock model portfolios. This may result in BlackRock model portfolios that achieve a level of
performance less favorable to the model portfolios, or reflect higher fees, than otherwise would be the case if BlackRock did not allocate to BlackRock Affiliated Funds.
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Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond
issuer will not be able to make principal and interest payments. Non-investment-grade debt securities (high-yield/junk bonds) may be subject to greater market fluctuations, risk of default
or loss of income and principal than higher-rated securities.
International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse
political, economic or other developments. These risks often are heightened for investments in emerging/developing markets and in concentrations of single countries. Funds that
concentrate investments in specific industries, sectors, markets or asset classes may underperform or be more volatile than other industries, sectors, markets or asset classes and the
general securities market.
There can be no assurance that performance will be enhanced, or risk will be reduced for funds that seek to provide exposure to certain quantitative investment characteristics (“factors”).
Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods. In such circumstances, a fund may seek to maintain
exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.
A fund’s environmental, social and governance (“ESG”) investment strategy limits the types and number of investment opportunities available to the fund and, as a result, the fund may
underperform other funds that do not have an ESG focus. A fund’s ESG investment strategy may result in the fund investing in securities or industry sectors that underperform the market
as a whole or underperform other funds screened for ESG standards. In addition, companies selected by the index provider may not exhibit positive or favorable ESG characteristics.
Actively managed funds do not seek to replicate the performance of a specified index. Actively managed funds may have higher portfolio turnover than index funds.
© 2021 BlackRock, Inc. All Rights Reserved. BLACKROCK, ALADDIN, and iSHARES are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are
the property of their respective owners.

Not FDIC Insured • May Lose Value • No Bank Guarantee

Lit No. MODEL-CLIENT-GUIDE-0721 217475T-0721

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