Advisors Increasingly Employing a Core and Explore Approach

As advisors continue to tire of having to explain to clients why it is not prudent to simply own the S&P 500, it is increasingly difficult to be convincing when the advisor's solution is not keeping up. That is leading many advisors to anchor client portfolios in a core model holding they will never have to defend, and that is a broad-based equity market model that is low fee.

For global coverage, the BlackRock 100/0 Global Allocation Model is trending; for U.S. only, the Zacks All Cap Core Model is trending. Most advisors are complementing the core holding with allocations to models not closely correlated to the broad equity market.

BlackRock 100/0 Global Allocation


Source: Morningstar

Zacks All Cap Core


Source: Morningstar



The representations and opinions of BlackRock and Zacks herein are their own and are not the opinions or views of EQIS. The information is believed to be reliable but is neither guaranteed by EQIS nor any of its affiliates. EQIS and BlackRock and Zacks are not affiliated. EQIS does not provide tax or legal advice.

Performance figures for individually listed third-party models are for illustrative purposes only and do not reflect the platform fee. A side-by-side comparison of net and gross performance for the models reflected in this document is available on the EQIS platform. Past performance is not indicative of future results.


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