The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In our ...

Investors' search for consistent income without exposure to higher volatility has only gotten harder over the past decade. Stretching for yield has caused many investors to venture into riskier asset ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

The model portfolio focuses on capital appreciation using investment-grade stocks, aiming to outperform the S&P 500 Index. Recent volatility has created opportunities to buy at a value. Stock ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

A new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.

Inverse residual variance (IRV) weighting reduces noise and improves factor performance. Country and industry betas replace ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

Many advisers are now using model portfolios and describing their value proposition less as a money manager and more as a wealth manager. Time was when an adviser’s value proposition was about their ...