Model portfolios are continuing to gain traction across the industry. With their rise in popularity, the current marketplace is flooded with options. So how can advisors sort through the wide range of ...

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 ...

This article was originally published on ETFTrends.com. Rather than simply recommending old-guard active mutual funds, advisors can add value for clients by considering model portfolios. Financial ...

Model portfolio services have proliferated in recent years, as more advisers appreciate the benefits and ease that comes with outsourcing. But as more and more of these portfolios look the same, how ...

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 ...

JM Financial's new Model Portfolio favors banks and infrastructure, reflecting optimism in economic recovery. However, it notes persistent earnings downgrades and high valuations, urging investors to ...

Whether you’re a new or veteran investor, you probably want a lot of different things from an investment. But, deciding which investments will help you achieve your financial goals may be a bit of a ...

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 ...

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