Financial pros say strategies like the 25/25/25/25 permanent portfolio or the 30/70 flip might be better options for ...

What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

MSCI Inc. (NYSE: MSCI) launched a Private Credit Factor Model to help investors overcome the lack of transparency in the asset class and better assess the long-term risks it presents in their overall ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model ...

The long-run expected total return for the Global Market Index continued to hold in the low-7% range in August, based on the ...

Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management ...

Fidelity Model Portfolios with Separately Managed Account (SMA) with five equity and fixed income mixes (20/80, 40/60, 60/40, 70/30, 85/15) ii each versioned for I and Z share classes.

Model portfolios can be used to add exposure to more asset classes which are truly non-correlated. These include commodities, foreign currencies, real estate, quant strategies, alternative ...

In this post, we will outline some of the modeling assumptions and techniques of the Solovis Risk tool that enable us to model our clients’ multi-asset class portfolios.

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 ...

What is a model portfolio and should you consider them? Adviser Keith Whitcomb explains how this growing trend may be the right fit for you.