Customized for you Separately managed accounts - BlackRock
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Customized
for you
Separately managed accounts
MKTGM0821U/S-1754670-1/12BlackRock partners with
your financial advisor to
offer separately managed
accounts to institutions
and affluent individuals like
yourself whose assets merit
personal attention.
2 Customized for you | Separately managed accounts
MKTGM0821U/S-1754670-2/12BlackRock SMAs by
the numbers
40+
strategies across a broad range of
fixed income, equity and multi-asset
solutions
$
159B+ entrusted to us by SMA clients
106K+ accounts managed and serviced
All figures on this page are sourced from BlackRock as of 6/30/2021.
3
MKTGM0821U/S-1754670-3/12One portfolio, one
client at a time
Available through your financial advisor, BlackRock SMAs can
offer you customized portfolio management services by the
firm trusted to manage more client assets than any other
asset manager in the world.*
Working closely with you, your financial advisor and your Portfolio Manager† can help build
individual portfolios designed specifically around your financial goals.
With support from more than 100 investment professionals nationwide,‡ BlackRock has the
expertise to work with you and your financial advisor to create custom portfolios tailored to
your particular needs.
* Source: BlackRock. Based on $9.5 trillion in AUM as of 6/30/2021. † A BlackRock account
with a Portfolio Manager generally requires a minimum investment of $1 million. Equity
accounts below $1 million (minimum $250,000) and fixed income accounts below $1 million
(minimum $250,000) are serviced by a managed account team and have limited
customization capabilities. For additional information, please speak to your financial advisor.
‡ As of 6/30/2021.
4 Customized for you | Separately managed accounts
MKTGM0821U/S-1754670-4/12Deep product
offerings in Tailoring to
core asset unique needs
classes
Equities Trust & estate guidance
Municipal fixed income Concentrated positions
Taxable fixed income Tax management guidance*
Multi-asset strategies Philanthropic needs
* This material has been prepared for informational purposes only, and is not intended to
provide, and should not be relied on for, accounting, legal or tax advice. You should consult
your tax or legal advisor regarding such matters.
5
MKTGM0821U/S-1754670-5/12Portfolio
Management
With BlackRock, you and your advisor are supported by a
Portfolio Manager to build custom portfolios based on your
specific goals.
Using a consultative approach, together with your
financial advisor, your Portfolio Manager can help manage
your portfolio in seeking to meet your evolving investment
needs.
Your portfolio manager in action
Customizing a portfolio for you is not just about investment selection. When building your
portfolio, your financial advisor and BlackRock Portfolio Manager can consider your
investment goals, including any unique tax-related requests.*
Seeking to maximize your after-tax returns, your financial advisor and BlackRock Portfolio
Manager can help establish a capital gains threshold, engage in tax-loss harvesting and
create diversification plans for concentrated positions, specific to you.
* This material has been prepared for informational purposes only, and is not intended to
provide, and should not be relied on for, accounting, legal or tax advice. You should consult
your tax or legal advisor regarding such matters.
6 Customized for you | Separately managed accounts
MKTGM0821U/S-1754670-6/12As a client, not only will you receive quarterly performance
reporting, but your Portfolio Manager can provide in-person
meetings or conference calls so you know how your
investments are working for you.
Your Portfolio Manager at work
Leverages Helps build
Monitors
the power of customized
portfolio
BlackRock solution
Capital markets expertise
Risk management
Investment capabilities
7
MKTGM0821U/S-1754670-7/12Your BlackRock Portfolio Manager partners with your
financial advisor to understand your unique financial
situation and then they thoughtfully work together to tailor a
portfolio with your goals in mind.*
Given the flexibilities afforded within a separately managed
account, the wide range of investment vehicles and the
customization strategies available, BlackRock and your
financial advisor strive to make your portfolio highly
personalized to you. Your advisor can also further customize
your portfolio with BlackRock mutual funds and iShares ETFs.
Sustainability customization in action
BlackRock’s purpose is to help more and more people experience financial well-being. In
pursuit of our purpose, a focus on long-term sustainability is embedded across
our business.
BlackRock offers various customizations to design a portfolio that is just for you. One of
those capabilities is aligning your investments with your personal beliefs.
Using environmental, moral or social screens, your Portfolio Manager and financial advisor
can exclude equity securities or debt issued by firms that fail to meet your sustainability
criteria. You can rest assured knowing your values are captured within your portfolio.
* Customization with a Portfolio Manager generally requires a minimum investment of $1
million. Equity accounts below $1 million (minimum $250,000) and fixed income accounts
below $1 million (minimum $250,000) are serviced by a managed account team and have
limited customization capabilities. For additional information, please speak to your financial
advisor.
8 Customized for you | Separately managed accounts
MKTGM0821U/S-1754670-8/12A portfolio built
for you that seeks
to solve for your
unique goals and
objectives.
Seeks to Apply Manage Diversify
reduce social complex tax concentrated
interest screens situations* positions
rate risk
* This material has been prepared for informational purposes only, and is not intended to
provide, and should not be relied on for, accounting, legal or tax advice. You should consult
your tax or legal advisor regarding such matters.
9
MKTGM0821U/S-1754670-9/12Build on BlackRock
We believe risk management is about understanding risk, not
avoiding it—that’s why it is at the heart of our firm. Leading
banks, insurance companies and sovereign nations rely on
our proprietary risk management technology and expertise
to examine and understand the risk in their portfolios.
The partnership between you and your financial advisor
integrates the power of BlackRock—investments, knowledge
and risk management—into your portfolio.
BlackRock in action
Risk management is complicated. Knowing how your portfolio might react to rising interest
rates, a weakened dollar or another market-roiling event like the pandemic is daunting but
critical.
Your BlackRock Portfolio Manager has the ability to use proprietary risk tools to look under
the hood of your individual portfolio.
10 Customized for you | Separately managed accounts
MKTGM0821U/S-1754670-10/12A broad range
of strategies
With a wide array of available strategies, your advisor
and your BlackRock Portfolio Manager can use their
expertise to help identify and adapt a solution that is best
suited to you.
40+
customizable strategies* including:
Municipal fixed income
Taxable fixed income
Equities
Multi-asset strategies
* As of 6/30/2021
11
MKTGM0821U/S-1754670-11/12Why BlackRock
BlackRock helps people around the world, as well as the world’s largest institutions and governments, pursue their
investing goals. We offer:
• A
comprehensive set of innovative solutions, including mutual funds, separately managed accounts, alternatives and
iShares® ETFs
• Global market and investment insights
• Sophisticated risk and portfolio analytics
We work only for our clients, who have entrusted us with managing $9.5 trillion, earning BlackRock the distinction of being
trusted to manage more money than any other investment firm in the world.*
* AUM as of 6/30/2021
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. Actual investment outcomes may vary. Two significant risks related to fixed
income investing are interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the
market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and
interest payments. There may be less information available on the financial condition of issuers of municipal securities than
for public corporations. The market for municipal bonds may be less liquid than for taxable bonds. A portion of the income
may be taxable. Some investors may be subject to Alternative Minimum Tax (AMT). Capital gains distributions, if any, are
taxable. Municipal securities may not be suitable for all investors. There is no guarantee that these investment strategies will
work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-
term, especially during periods of downturn in the market. No representation is being made that any account, product, or
strategy will or is likely to achieve profits.
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a
recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
This material has been prepared for informational purposes only, and is not intended to provide, and should
not be relied on for, accounting, legal or tax advice. You should consult your tax or legal advisor regarding
such matters.
©2021 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. or its
subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
Not FDIC Insured • May Lose Value • No Bank Guarantee
Lit No. SMA-BROCH-0521 193573T-A-0521
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