BlackRock

BlackRock and Orion Portfolio Solutions’ extensive partnership provides advisors with turnkey access to over 30 BlackRock strategies and the new Orion Portfolio Solutions Megatrends Model Portfolio – designed to be the MEGA of BlackRock’s megatrend ETFs. Subscribe now to stay alerted to new models and receive valuable BlackRock insights, resources and updates!

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A New Strategy Designed to be the MEGA of Megatrends

Orion Portfolio Solutions introduces a new thematic strategy designed to be the MEGA of megatrends by combining all five of BlackRock’s megatrend ETFs – built with iShares – in one solution: the Orion Portfolio Solutions Megatrends Model Portfolio.

Webinar hosts, Rusty Vanneman and Jeff Spiegel.

Introducing the MEGA of Megatrends

On Demand Webinar

Join Rusty Vanneman, CFA, CMT and Chief Investment Strategist of Orion Portfolio Solutions and Jeff Spiegel, Head of U.S. iShares Megatrend and International ETFs at BlackRock to learn more about megatrends and the Orion Portfolio Solutions Megatrends Model Portfolio.

Chartered Financial Analyst, or CFA®, is a globally respected, graduate-level investment credential established in 1962 and awarded by the CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit the CFA Institute’s website at c f a institute.org.The Chartered Market Technician® (CMT) Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. CMT designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit c m t association.org.

BlackRock Model Portfolios Through Orion Portfolio Solutions

Deliver a model for every investor with BlackRock’s Managed Portfolio strategies. Leverage the breadth of BlackRock’s global risk team, macro researchers, and investment resources within equities and fixed income for portfolio construction and insight generation.

Select from five portfolio families, each delivering a spectrum of allocation models from conservative to aggressive, opening the door to over 30 managed portfolio strategies for fixed income, ESG concerns, tax efficiency, and low-cost ETFs.

BlackRock’s Model Portfolio Solutions Team applies a disciplined process to their investment philosophy while diving into a robust well of information available from their proprietary risk-management technology, Aladdin, and the BlackRock Investment Institute (BII).

Webinar host, Amanda Toner

BlackRock Model Overview

On Demand Webinar

Join Amanda Toner, model strategist at BlackRock, for a deep dive into BlackRock’s models business, which was formally launched in 2013. Learn about BlackRock’s dedicated model portfolio solutions team and explore BlackRock’s wide range of strategies spanning target allocation, multi-asset income, and target income.


Timely Resources, Insights and Practice Management

Insights

Identity trends and their impact

Student of the Markets

Provide current perspective to clients

Practice Management

Achieve your business objectives

Gain Access to Global Resources and Investment Expertise…

BlackRock’s Model Portfolio Solutions Team, which is led by five PhDs and includes 17 research and investment strategists, applies a disciplined process to their investment philosophy. They maintain a long-term strategy focus yet have the flexibility to adapt to changing macro conditions. They also utilize the full breadth of BlackRock’s global risk team, which includes the following:

BlackRock Globe

  • Aladdin: BlackRock’s proprietary risk-management technology
  • Asset Class Specialist Teams: In-depth expertise in individual asset classes, markets and strategies
  • BlackRock Investment Institute : First-hand macroeconomic insights from discussion with policy-makers, CEOs and investors globally
  • Risk & Quantitative Analysis: Dedicated partner to PM teams to help monitor risks and avoid unintentional exposures


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