Transact – BlackRock MPS
After a strong start to the year, investment markets saw a period of significant volatility over the last month, this peaked at the beginning of August with U.S. recession fears, worries over tech valuations and the rapid reversal of yen-funded trades impacting global stocks. Shifts in market sentiment and the resulting market volatility are a reminder of the role maintaining broad diversification plays when constructing investment portfolios. This diversification is a core belief underpinning the Transact – BlackRock Model Portfolio Service, which provides exposure to a wide range of markets across multiple asset classes to offer a globally diversified solution.
We provide comprehensive support materials, including factsheets, brochures and guides, to aid the discussions and communications you have with your clients. You can view the models, review the most recent changes and read the associated investment commentaries by heading to the dedicated page on Transact Online.
We will be discussing the current macro-economic backdrop, market volatility and how the portfolios are positioned at our next quarterly webinar, details and registration link below.
As always, the value of investments and the income from them can fall as well as rise and is not guaranteed. Investors may not get back the amount originally invested.
Register now for our next Transact – BlackRock MPS webinar
We hope you can join us at our next webinar where the investment team at BlackRock will review the current macro-economic landscape and share their current thinking in terms of the outlook and portfolio positioning. For our specialist content this quarter, we focus on the trends and opportunities in ‘Factor Investing’, and implementation in portfolios.
What is factor investing? Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. Investing in factors can help improve portfolio outcomes, reduce volatility, and enhance diversification. Join us at our next webinar to learn more. Webinar details and registration link below.
| Event | Date/Time | Venue | Registration Link |
|---|---|---|---|
| Transact – BlackRock MPS: Adviser Webinar | Thursday, 12 Sep 2024 10.00 – 11.15 BST | Online | Transact - BlackRock MPS: Investment Webinar: REGISTER HERE |
For more information head to the Transact platform and go to: Templates > Transact – BlackRock MPS to view the models, factsheets, brochures and to access BlackRock investment commentaries. If you would like to discuss this or any aspect of the service, please contact:
Ben Roberts (Transact MPS Manager)
Mobile: 07717 846574,
Email broberts@integrafin.co.uk,
Book a meeting | Microsoft Bookings
1. Introduction
2. TOL Recent Enhancements
3. Integrations – It Wasn’t A Quiet Summer!
4. Transact Transfer Specialists
5. Fraud Risks to Be Aware Of
6. Transact And Letters of Authority
7. Transact – BlackRock MPS
8. Utilising Trusts to Give Wealth Away But Still Retain Access
9. Interest on Cash Deposits
10. Transact Events 2024