LONDON, 5 March 2024 – eToro, the trading and investing platform, is working with BlackRock [NYSE: BLK] to offer eToro users access to core investing solutions through five new Smart Portfolios.
eToro is now offering its users pre-built portfolios that provide a choice of investments risk preferences using cost efficient iShares ETF building blocks across several asset classes, such as stocks and bonds, to give access to BlackRock’s asset allocation. Investors can choose portfolios that can be more conservative, which include a higher proportion of bond assets or higher risk, which hold more equity investments.
Carefully constructing each portfolio with a specific type of investor in mind, eToro has allocated assets to each portfolio assessing factors such as predisposition to growth, stability and risk appetite, while also considering changing global economic and market conditions. BlackRock will provide asset allocation guidance to eToro to build the Core Portfolios.
Blending eToro’s innovative trading and investing solutions with BlackRock’s asset allocation expertise, each portfolio comprises 10-25 iShares ETFs and will be rebalanced up to six times a year. The five new portfolios are:
| Core Portfolio | Risk appetite | Investment strategy |
| Core Income | Conservative | Provides stability and consistent income with a longer investment horizon. |
| Core Stability | Low to moderate | Balances growth and income, with a focus on long-term wealth accumulation. |
| Core Moderate | Moderate | Balances growth with some risk for potential returns, with a focus on long-term gains. |
| Core Dynamic | Moderate to high | Seeks aggressive growth, enduring market volatility to maximise returns over the long term. |
| Core Equity | High | Prioritises growth via significant risk, with a focus on long-term capital appreciation. |
“Introducing core investing portfolios to eToro’s platform marks a significant addition in our product offering. Through these new portfolios, we can empower our users to build a robust core allocation, laying a stable and risk-managed foundation for their investments,” explained Dani Brinker, Head of Investment Portfolios at eToro.
“We are excited to provide our users with five portfolios powered by BlackRock, one of the world’s leading providers of investment, advisory and risk management solutions. This collaboration isn’t just about adding another feature, it’s about fundamentally enhancing the way our users access long term investing, providing them with the tools to grow their wealth.”
Initial investment in the portfolios starts from USD $500 and investors can access tools and charts to track each portfolio’s performance. eToro’s social feed will keep them up-to-date on developments. Initially, these portfolios will be available to eToro users in select European countries, including Austria, Denmark, Finland, France, Germany, Ireland, Italy, Liechtenstein, Sweden, and in the UK. These portfolios are not available to US users.
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About eToro
eToro is the trading and investing platform that empowers you to invest, share and learn. We were founded in 2007 with the vision of a world where everyone can trade and invest in a simple and transparent way. Today we have over 35 million registered users from more than 100 countries. We believe there is power in shared knowledge and that we can become more successful by investing together. So we’ve created a collaborative investment community designed to provide you with the tools you need to grow your knowledge and wealth. On eToro, you can hold a range of traditional and innovative assets and choose how you invest: trade directly, invest in a portfolio, or copy other investors. You can visit our media centre here for our latest news.
eToro‘s Core Portfolios are advised and provided by eToro and utilise asset allocation guidance provided to eToro by BlackRock. BlackRock does not provide any service or product to you and has not considered the suitability of its asset allocation against individual needs, objectives and risk tolerances for investors. As such, BlackRock’s assets allocations do not constitute investment advice or an offer to sell or a solicitation of an offer to buy any securities.
BlackRock® is a registered trademark of BlackRock, Inc. and its affiliates (“BlackRock”) is used under license. BlackRock is not affiliated with eToro and therefore makes no representations or warranties regarding the advisability of investing in any product or service offered by eToro. BlackRock has no obligation or liability in connection with the operation, marketing, trading or sale of such product or service nor does BlackRock have any obligation or liability to any client or customer of eToro.
About BlackRock
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate
About iShares
iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 1400+ exchange traded funds (ETFs) and $3.5 trillion in assets under management as of December 31, 2023, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock.
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eToro (Europe) Ltd is regulated in Cyprus by the Cyprus Securities and Exchange Commission, under Licence No. 109/10. eToro (UK) Ltd authorised and regulated by the Financial Conduct Authority in the UK under the Licence FRN 583263. eToro AUS Capital Limited by the Australian Securities and Investments Commission in Australia License 491139. eToro (Seychelles) Ltd licensed by the Financial Services Authority in the Seychelles to provide broker-dealer services under the Securities Act 2007 Licence #SD076.
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Regulation and Licence numbers
UK
eToro (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (“FCA”). Firm Reference Number: 583263. Registered in England under Company No. 07973792
Europe
eToro (Europe) Ltd, is authorised and regulated by the Cyprus Securities Exchange Commission (CySEC) under licence number 109/10. Registered in Cyprus under Company No. HE 200585.
Australia
eToro AUS Capital Limited (“eToro Australia”) is regulated by the Australian Securities & Investments Commission (“ASIC”) for the provision of financial services and products. Australian Financial Services Licence number: 491139.
UAE:
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US:
Securities trading is offered by eToro USA Securities Inc., member of FINRA and SIPC, a self-directed broker-dealer that does not provide recommendations or investment advice. Options involve risk and are not suitable for all investors. Please review Characteristics and Risks of Standardized Options prior to engaging in options trading. Content, research, tools, and stock symbols on eToro’s website are for educational purposes only and do not imply a recommendation or solicitation to engage in any specific investment strategy. All investments involve risk, losses may exceed the amount of principal invested, and past performance does not guarantee future results. Cryptotrading is offered by eToro USA LLC. This entity is not a registered broker-dealer or FINRA member and your cryptocurrency holdings are not FDIC or SIPC insured. Visit our Disclosure Library for additional important disclosures including our Customer Relationship Summary. FINRA Brokercheck © 2023