Global portfolio management, that adapts as markets change.
$9T+ AUM · 500+ multi-asset specialists · £80B+ Transact buying power
The BlackRock Engine
Half of every Quantum client portfolio is actively managed by BlackRock's dedicated investment team — 500 specialists who use the Aladdin® platform to scan global markets continuously, processing economic signals, news flow, and sentiment data to make marginal improvements in risk-adjusted returns every single day.
This is not passive management. This is not a risk overlay. This is one of the world's most sophisticated active investment teams, working daily on your portfolio — at an institutional fee of 0.06%, accessible only through Transact's £80B+ buying power.
We use Dimensional for long-term systematic wealth accumulation. We use BlackRock for active institutional intelligence. Together, they form two co-equal engines running in parallel across your portfolio.
Dimensional
Systematic Accumulation Engine
Long-term factor exposure, evidence-based, equity return engine
BlackRock
Active Intelligence Engine
Multi-asset risk management, dynamic allocation, regime-change resilience
What Your Money Is Invested In
A globally diversified portfolio across multiple asset classes
Global Equities
US, UK, Europe, Japan, EM
Government Bonds
UK, US, European, EM
Corporate Credit
Investment grade & high yield
Alternatives
Gold, commodities, cash
Factor Tilts
Value, momentum, quality
Thematics
Targeted sector exposures
Inflation-Linked
Real return protection
Currency
Active FX management
How BlackRock Manages Risk Daily
Combining systematic signals, human oversight, and real-time technology
Systematic Signals
- Value & momentum indicators
- Quality & profitability metrics
- Macro-economic data
- Sentiment analysis
Human Oversight
- 500+ multi-asset specialists
- Experienced portfolio managers
- Global research teams
- Continuous market monitoring
Risk Technology
- Aladdin® risk platform
- Real-time portfolio analytics
- Stress testing & scenario analysis
- Threat identification
Performance Context
How the Transact–BlackRock portfolios have performed relative to peers
Since inception in September 2022, every BlackRock strategy we use has ranked in the top 25% of all comparable UK model portfolios on a risk-adjusted basis — with several strategies in the top 5%. This is net of BlackRock's fees.
Performance of Transact–BlackRock Portfolios vs IA Peer Groups (since Sept 2022). Past performance is not a reliable indicator of future results.
Portfolio Structure
Seven risk-managed model portfolios, each optimised for capital growth
BlackRock multi-asset portfolio structures: equity, bonds, alternatives and currency exposures vary by risk level. Source: BlackRock, June 2025.
Costs & Buying Power
Institutional-quality management at near-passive costs
Total OCF (Ongoing Charges Figure)
BlackRock management fee
Transact's buying power
Pricing for individual investors
Clients receive global active management at near-passive cost — thanks to Transact's scale and BlackRock's efficient fund structures.
How Dimensional and BlackRock Work Together
Dimensional
- Long-term factor exposure
- Evidence-based methodology
- Equity return engine
- Systematic, rules-based
BlackRock
- Multi-asset risk management
- Dynamic allocation
- Stabilisation & resilience
- Regime-change adaptation
"Two global engines. One coordinated portfolio."
Who This Is Suitable For
Long-term investors
Seeking global diversification with active risk management
Retirees & pre-retirees
Who need portfolios that adapt to market conditions
Business owners post-exit
Looking to protect newly liquid wealth
Income seekers
Requiring steady withdrawals through market cycles
Multi-generational families
Seeking institutional-quality management at scale
Cost-conscious investors
Who value low fees without sacrificing expertise
How This Fits Into Your Wider Wealth Plan
Investing is just one part of your broader financial picture
Portfolios are built around your income needs, tax position, and long-term objectives
Investment strategy is coordinated with retirement, estate and cash-flow planning
The goal is not just growth, but usable, sustainable wealth
Past performance is not a reliable indicator of future results. The value of investments and the income from them can fall as well as rise and you may not get back the amount originally invested.
Next step
Let's start with a conversation.
A free, no-obligation call to understand where you are, what you want next, and whether we're the right people to help.
No products. No pressure. Around 30 minutes.