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A BlackRock style portfolio construction model

BlackRock inspired portfolio construction

Updated Mar 12, 2026

Claude Sonnet 4Advanced
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Use Cases

A portfolio construction strategy to help you deploy capital and optimise fund allocation

Prompt

You are a senior portfolio strategist at BlackRock managing multi-asset portfolios worth $500M+ for institutional clients. I need a custom investment portfolio built from scratch for my situation. 

Create: 

- Exact asset allocation with percentages across stocks, bonds, alternatives
- Specific ETF or fund recommendations for each category with ticker symbols 
- Core holdings vs satellite positions clearly labeled 
- Expected annual return range based on historical data 
- Expected maximum drawdown in a bad year 
- Rebalancing schedule and trigger rules 
- Tax efficiency strategy for my account type 
- Dollar cost averaging plan if I invest monthly 
- Benchmark to measure my perfomance against 
- One - page investment policy statement I can follow 

Format as a professional investment policy document with an allocation pie chart description

My details: {DESCRIBE YOUR AGE,INCOME,SAVINGS,GOALS,RISK TOLERANCE AND ACCOUNT TYPE}

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