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 ...

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 ...

Vanguard has rolled out a new series of model portfolios that blend active and passive investment strategies, the latest sign of how the wealth management industry is reshaping the way financial ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

Advisors reported having an average of 39% of their current assets under management in model portfolios, up from 32% three years ago, according to Model Portfolios: Adaptive Solutions for Advisory ...

Authored by Kevin Guerette, Director of Distribution Services, President of Ultimus Fund Distributors, LLC with contributions from Colin Barber, Director of Strategic Initiatives and National Accounts ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

Model Portfolio Explained: Model portfolios are emerging as a popular investment option among retail investors seeking structured and curated equity exposure, but experts caution that they may not be ...

Risk modeling comes in varying shapes and sizes throughout the financial world. Having previously worked as a derivatives trader on the Chicago Board Options Exchange and as a senior risk analyst, I ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...