BlackRock and Partners Group Debut Innovative Private Markets SMA

BlackRock and Partners Group have introduced a novel Separately Managed Account (SMA) strategy aimed at simplifying access to private markets. This solution features three aligned SMAs, enhancing financial advisors' ability to meet client objectives by efficiently directing investments into private markets within a single account.

The SMA strategies aim to overcome existing barriers by providing a simplified approach to diversify private equity, credit, and real assets. These solutions, available on the Morgan Stanley wealth platform, include income-focused, balanced, and growth strategies.

Given the evolving market dynamics and increased concentration in public markets, this initiative addresses the growing demand for diversified portfolios. Despite challenges in implementing private market investments, this solution represents a significant advancement in how private markets are accessed and incorporated into investor portfolios.