In a recent commentary authored by Schroders Capital's Mark Gibson, Senior Investment Director ILS, and Christoph Hummel, Head of Analytics, ILS, both ...

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 ...

BlackRock is steering $185 billion worth of model portfolios deeper into US stocks and artificial intelligence. The decision came this week as the asset manager adjusted its entire model suite, ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

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 ...

Goldman Sachs Asset Management (GSAM) is aiming to become one of the top 5 providers of model portfolios. Currently, GSAM is the ninth largest in terms of asset managers, with model portfolio assets ...

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

In an age when many products and services are tailored to discrete customer segments, model portfolio customization offers ways for financial services providers to tune their offerings in ways that ...

The demand for technology to support model portfolio management and portfolio construction is on the rise as firms aim to centralize and scale these services to stay competitive. Model portfolios are ...