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Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Sustainable Investing
Sustainability: The future of investing
We discuss key themes driving transformation in sustainable investing and explain why the future of investing is sustainable.
Portfolio Construction Insights
Bond ETFs: Financial Advisors Drive Use With Specialized Applications
BlackRock sponsors this Cerulli Associates report that asks 378 financial advisors about their use of bond ETFs.
Client Relationships
Client Discussion Guides
These value-add worksheets from BlackRock help increase engagement between an advisor and their clients.
Portfolio Construction Insights
Building Better Benchmarks
The BlackRock Portfolio Solutions team explores benchmarks and how to build them appropriately.