61% Of Financial Advisors Say Biggest Challenge In Building Blended Portfolios Is Choosing The Appropriate Mix Of Active And Index According To The IShares ‘The Way Forward’ Conference

More than 61% of financial advisors acknowledged that their biggest challenge when building a blended portfolio of index and active investments is choosing the appropriate allocations to meet client objectives, according to a survey of conference attendees conducted at the iShares ‘The Way Forward’ conference held yesterday. Hosted by BlackRock, Inc.’s (NYSE: BLK) iShares Exchange Traded Funds (ETFs) business, the world’s largest manager of ETFs ¹, ‘The Way Forward’ brought more than 1,000 financial advisors together with leading industry experts in a highly interactive environment that featured panel discussions, an exhibitor hall, networking lounge and resource center – all in an online format.

Key themes of ‘The Way Forward’ focused on offering financial advisors intellectual content and actionable ideas on how to generate income, preserve capital and reduce volatility in today’s challenging environment.

During the conference, Russ Koesterich, Global Chief Investment Strategist for iShares, BlackRock validated the survey results when he commented about how financial advisors are constantly looking for guidance regarding how to put active and index strategies together in a portfolio: “This is something that comes up all the time. They say, ‘Give me the playbook. Give me the four asset classes where I use active, the three assets classes where I use passive. I just want the rule book’…But there isn’t an obvious answer to that question.”

To help financial advisors with this challenge, BlackRock recently began offering the BlackRock Model Portfolios which combine index and active strategies that focus on addressing specific client goals, such as income generation or managing the risks that are most on clients’ minds, such as inflation or rising interest rates.

Koesterich said, “Our goal is simple: as a leader in asset allocation, BlackRock strives to deliver the best of iShares and BlackRock to make it easier for financial advisors to create optimal asset allocations in active and index strategies for clients.”

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