ENVESTNET TEAMS WITH BLACKROCK TO SIMPLIFY ACCESS TO CUSTOM MODELS
Envestnet and BlackRock (NYSE: BLK) have launched custom model portfolios for registered investment advisors (RIAs), announced at the Elevate conference in Las Vegas. The collaboration combines BlackRock's portfolio design expertise with Envestnet's UMA technology, enabling RIAs to deliver personalized, tax-efficient investment strategies.
The offering will include traditional ETFs and mutual funds, with plans to incorporate SMAs, private markets, and alternative exposures. BlackRock, currently managing approximately $300 billion in model portfolio assets globally, projects managed model portfolios to grow from $5 trillion to $10 trillion in the next four years.
This enhancement builds upon a decade-long partnership between the companies, providing institutional-quality portfolios without added costs. According to Envestnet's 2022 research, firms allocating over 75% of their practice to model portfolios achieve higher valuations.
Envestnet e BlackRock (NYSE: BLK) hanno lanciato portafogli modello personalizzati per consulenti finanziari registrati (RIA), annunciati durante la conferenza Elevate a Las Vegas. La collaborazione combina l'expertise di BlackRock nel design dei portafogli con la tecnologia UMA di Envestnet, consentendo ai RIA di offrire strategie di investimento personalizzate e fiscalmente efficienti.
Offerta comprenderà ETF tradizionali e fondi comuni, con piani per incorporare SMA, mercati privati e esposizioni alternative. BlackRock, attualmente gestendo circa 300 miliardi di dollari in attivi di portafogli modello a livello globale, prevede che i portafogli modello gestiti cresceranno da 5 trilioni a 10 trilioni di dollari nei prossimi quattro anni.
Questo miglioramento si basa su un partenariato decennale tra le aziende, offrendo portafogli di qualità istituzionale senza costi aggiuntivi. Secondo la ricerca del 2022 di Envestnet, le aziende che allocano oltre il 75% della loro pratica a portafogli modello ottengono valutazioni più elevate.
Envestnet y BlackRock (NYSE: BLK) han lanzado carteras modelo personalizadas para asesores de inversión registrados (RIA), anunciadas en la conferencia Elevate en Las Vegas. La colaboración combina la experiencia en diseño de carteras de BlackRock con la tecnología UMA de Envestnet, lo que permite a los RIA ofrecer estrategias de inversión personalizadas y eficientes en impuestos.
La oferta incluirá ETFs tradicionales y fondos mutuos, con planes de incorporar SMAs, mercados privados y exposiciones alternativas. BlackRock, que actualmente gestiona aproximadamente 300 mil millones de dólares en activos de carteras modelo a nivel mundial, proyecta que las carteras modelo gestionadas crecerán de 5 billones a 10 billones de dólares en los próximos cuatro años.
Esta mejora se basa en una asociación de una década entre las empresas, proporcionando carteras de calidad institucional sin costos adicionales. Según la investigación de 2022 de Envestnet, las empresas que asignan más del 75% de su práctica a carteras modelo logran valoraciones más altas.
Envestnet와 BlackRock (NYSE: BLK)는 라스베가스에서 열린 Elevate 컨퍼런스에서 등록 투자 자문사(RIA)를 위한 맞춤형 모델 포트폴리오를 출시했습니다. 이 협력은 BlackRock의 포트폴리오 디자인 전문성과 Envestnet의 UMA 기술을 결합하여 RIA가 개인화되고 세금 효율적인 투자 전략을 제공할 수 있도록 합니다.
제공되는 상품에는 전통적인 ETF와 뮤추얼 펀드가 포함되며, SMA, 사모 시장 및 대체 노출을 통합할 계획도 있습니다. BlackRock은 현재 전 세계적으로 약 3,000억 달러의 모델 포트폴리오 자산을 관리하고 있으며, 향후 4년 내에 관리되는 모델 포트폴리오가 5조 달러에서 10조 달러로 성장할 것으로 예상하고 있습니다.
이 개선은 두 회사 간의 10년 간의 파트너십을 바탕으로 하며, 추가 비용 없이 기관 품질의 포트폴리오를 제공합니다. Envestnet의 2022년 연구에 따르면, 75% 이상의 자산을 모델 포트폴리오에 할당하는 회사들은 더 높은 평가를 받습니다.
Envestnet et BlackRock (NYSE: BLK) ont lancé des portefeuilles modèles personnalisés pour les conseillers en investissement enregistrés (RIA), annoncés lors de la conférence Elevate à Las Vegas. Cette collaboration combine l'expertise en conception de portefeuilles de BlackRock avec la technologie UMA d'Envestnet, permettant aux RIA de proposer des stratégies d'investissement personnalisées et fiscalement efficaces.
L'offre comprendra des ETF traditionnels et des fonds communs de placement, avec des projets d'incorporation de SMA, de marchés privés et d'expositions alternatives. BlackRock, qui gère actuellement environ 300 milliards de dollars d'actifs de portefeuilles modèles à l'échelle mondiale, prévoit que les portefeuilles modèles gérés passeront de 5 billions à 10 billions de dollars au cours des quatre prochaines années.
Cette amélioration s'appuie sur un partenariat de dix ans entre les entreprises, offrant des portefeuilles de qualité institutionnelle sans coûts supplémentaires. Selon la recherche de 2022 d'Envestnet, les entreprises allouant plus de 75 % de leur pratique aux portefeuilles modèles obtiennent des évaluations plus élevées.
Envestnet und BlackRock (NYSE: BLK) haben maßgeschneiderte Modellportfolios für registrierte Anlageberater (RIAs) lanciert, die auf der Elevate-Konferenz in Las Vegas angekündigt wurden. Die Zusammenarbeit kombiniert die Portfoliodesign-Expertise von BlackRock mit der UMA-Technologie von Envestnet, sodass RIAs personalisierte, steuerlich effiziente Anlagestrategien anbieten können.
Das Angebot umfasst traditionelle ETFs und Investmentfonds, mit Plänen zur Integration von SMAs, privaten Märkten und alternativen Expositionen. BlackRock, das derzeit etwa 300 Milliarden Dollar an Modellportfolio-Assets weltweit verwaltet, prognostiziert, dass die verwalteten Modellportfolios in den nächsten vier Jahren von 5 Billionen auf 10 Billionen Dollar wachsen werden.
Diese Verbesserung baut auf einer zehnjährigen Partnerschaft zwischen den Unternehmen auf und bietet institutionelle Portfolios ohne zusätzliche Kosten. Laut der Forschung von Envestnet aus dem Jahr 2022 erreichen Unternehmen, die mehr als 75% ihrer Praxis in Modellportfolios investieren, höhere Bewertungen.
- Expected market growth from $5T to $10T in managed model portfolios over 4 years
- Currently manages $300B in model portfolio assets globally
- Partnership enables scalable growth for RIAs without additional costs
- Expansion into new investment vehicles (SMAs, private markets, alternatives)
- None.
Insights
BlackRock's partnership with Envestnet represents a strategic expansion of its distribution capabilities for custom model portfolios, targeting the growing RIA market segment. This collaboration enables BlackRock to leverage Envestnet's extensive advisor network and UMA technology without developing proprietary distribution infrastructure, effectively creating a capital-light growth opportunity.
The partnership addresses two key market dynamics: advisors' need for operational efficiency and investors' increasing demand for personalization. By offering institutional-quality portfolios with customization capabilities, BlackRock positions itself to capture higher-margin business in the high-net-worth segment while helping advisors scale their practices.
Most significantly, BlackRock's projection that the model portfolio market will double from
The planned expansion to include SMAs, private markets, and alternative investments further demonstrates BlackRock's strategy to diversify beyond traditional asset classes and capture more stable, fee-rich revenue streams. For a firm of BlackRock's scale, partnerships that enhance distribution efficiency without significant capital investment represent an intelligent approach to incremental growth while maintaining operating leverage.
Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale
The new offering provides RIAs with streamlined access to BlackRock's custom model capabilities, managed within a single account and powered by Envestnet's UMA technology. In addition to traditional public markets ETFs and mutual funds, these portfolios are expected to include Separately Managed Accounts (SMAs), private markets and other alternative exposures in the near future. Combining BlackRock's portfolio design and risk management experience with Envestnet's industry-leading managed account platform will enable RIAs to seamlessly deliver more personalized, tax-efficient investment strategies that can align with clients' specific goals, risk profiles and preferences.
"This year, as we celebrate a decade of partnership with BlackRock at Elevate, we're excited to offer advisors on our platform access to these innovative custom model solutions that reflect our shared commitment to providing scalable solutions that can help drive better client outcomes," said Dana D'Auria, Group President of Envestnet Solutions and Co-Chief Investment Officer at Envestnet. "By offering BlackRock's custom model portfolios on our platform, we're equipping RIAs with the tools they need to deliver high-quality, customized portfolios with greater efficiency and scale – and without added costs."
Delivering Value to Clients and Advisors
This enhanced offering provides advisors and their clients with access to institutional-quality portfolios, enables more strategic and personalized advisor relationships and financial planning. For RIAs in particular, this solution will help them scale their practices more efficiently, reduce operational risk, and spend more time focusing on client relationships. According to Envestnet's 2022 research, firms allocating over
"Clients are our north star at BlackRock. The expansion of our long-standing collaboration with Envestnet reflects that commitment," said Jaime Magyera, Co-Head of BlackRock's
This custom model offering expands on ongoing collaboration between Envestnet and BlackRock, through which personalized high-net-worth (HNW) solutions are provided at scale to advisors on the Envestnet platform.
BlackRock is a leading provider of model portfolios, with approximately
To view the complete Envestnet Elevate 2025 schedule, please visit https://www.envestnet.com/event/elevate/glance/.
About Envestnet
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions—backed by industry-leading service and support. Serving the wealth management industry for 25 years with approximately
For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_).
About BlackRock
BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
Disclosure: Through a holding company subsidiary, BlackRock, Inc. (¨BlackRock¨) owns a non-controlling interest in Envestnet´s parent company, Envestnet, Inc. Envestnet has entered into a strategic relationship with BlackRock for certain program offerings. For more information regarding this relationship and the related conflicts, please see Envestnet's Form ADV Part 2A.
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SOURCE Envestnet
FAQ
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