Welcome to a New Era of Smart Investing
Model Portfolios are the ideal blend of global expertise and personalized investment strategies, designed to adapt to your ambitions and risk profile.
Achieve What You Set Out To
Acquire a Home
Travel
Education for Your Children
A Peaceful Retirement
Financial Security
About Model Portfolios
Model Portfolios are sets of automated and strategically diversified investments, managed by professionals, aimed at optimizing your return by adjusting to your risk tolerance.
Learn About Portfolios
Why Model Portfolios?
Smart Diversification
A wide range of assets, from stocks to bonds, distributed across various markets and sectors. This helps mitigate risks and capitalize on opportunities in different areas of the global market.
Efficient Instruments
Model portfolios are composed of cumulative UCITS ETFs, offering efficient and global access, ideal for diversifying and leveraging world-class investment strategies.
Tailored to Your Needs
Whether you are a conservative investor or open to higher risk for potential higher returns, Model Portfolios align with your risk profile and financial goals.
Professional and Continuous Management
Each portfolio is supervised and adjusted periodically to respond to changing market dynamics, ensuring your investments are aligned with the best practices.
Easy and Convenient
Investing can be complicated, but with Model Portfolios, we simplify the process and invest for you. Just open your account and fill out a brief questionnaire to select the portfolio, we'll handle the rest.
Learn more about our portfolios built with BlackRock
and managed by Vestiva.
Long Horizon UCITS ETF Family
Ideal for investors looking for a simple option to start investing in a globally diversified way. It is also an option for investors that for tax purposes prefer to have a more passive portfolio solution.
Target Allocation UCITS ALL Accum ETF Family
A sophisticated and active option for investors seeking returns through geographic and financial instrument diversification. These portfolios are designed to provide investors with global diversification across sectors and countries to take advantage of return opportunities in both debt and equity securities. They are rebalanced quarterly to capture returns based on the global macro financial situation.
Multi-Thematic ETF Strategy
This portfolio provides investors with the opportunity to invest in sectors and countries that benefit from structural changes in global dynamics: megatrends. It offers exposure to different themes identified by BlackRock as those that will impact all companies in one way or another and that will modify the current dynamics of the global economy. Some of these themes are:
The primary goal of this portfolio is to pursue long-term performance by continuously analyzing short-term indicators, to take advantage of opportunities with a shorter time horizon. These indicators may signal necessary changes in the portfolio's composition by maintaining a strategic exposure to different sectors and countries that benefit from structural changes in global dynamics.
BlackRock® as a Strategic Ally
Decades of investment expertise with a highly qualified team.
Recognized as global leaders in asset management.
Global experience with thousands of professionals in the world's leading financial centers.
Aladdin® technology, a platform for advanced risk monitoring to protect your investment.
Comprehensive Strategy with a long-term vision and short-term market tactics, and periodic rebalancing.
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Explore Model Portfolios
Short Term - Fixed Income
Fixed Income portfolio that offers exposure to USD denominated liquid, short-term debt with a duration of less than 1 year.
Fixed Income
Globally diversified Fixed Income portfolio that seeks to achieve optimal risk-adjusted returns over the long-term with a low risk level budget and 100% fixed income exposure.
Conservative
Globally diversified Multi-Asset portfolio that seeks to achieve optimal risk-adjusted returns over the long-term with a conservative risk level budget and an equity range exposure of 10-30%
Balanced
Designed as a balanced alternative for generating moderate growth over a medium to long-term investment horizon, this globally diversified portfolio seeks a balanced combination of risk and return over time. With an equity range exposure of 30-50%
Moderate
Globally diversified Multi-Asset portfolio that seeks to achieve optimal risk-adjusted returns over the long-term with a moderate risk level budget and an equity range exposure of 50-70%.
Growth
Globally diversified Multi-Asset portfolio that seeks to achieve optimal risk-adjusted returns over the long-term with an aggressive risk level budget and an equity range exposure of 70-90%.
Equity
Globally diversified Equity portfolio that seeks to achieve optimal risk-adjusted returns over the long-term with a high risk level budget and a 100% equity exposure.
To learn more about our sophisticated portfolios that follow models built with BlackRock®, please contact us