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 ...

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

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 ...

The Californian pension fund, known as Calpers, said Monday its new "total portfolio approach" will focus on which investments can boost the performance of its entire portfolio, rather than allocating ...

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 ...

The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...

For more than 55 years, Institutional Investor has delivered the news and analysis that investment professionals need to succeed and stay relevant. Our coverage of the global asset management industry ...

Assets under management in model portfolios clocked in at $3 trillion during the first quarter, a 16% drop compared with the fourth-quarter of 2019 as the selloff related to COVID-19 racked the ...

A number of members have been asking about "asset classes" and how and why we select the ones we do. This is the first article in what I expect will be a series discussing the asset classes we own and ...

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio, offering ...