The Model Portfolio Landscape in 5 Charts What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

Model portfolios are a diversified group of assets designed to achieve an expected return with a corresponding risk.

Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

David Schassler: Model portfolios have evolved faster than ever, reshaping the way investors are able to build wealth. A lot of that change has been driven by advancements in technology, the need ...

The popularity of model portfolios has been evident as large industry players — from Envestnet to Oranj — have ramped up offerings to keep up with advisers looking to outsource investment ...

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.

19 model portfolios potentially useful as references from which to design a portfolio suitable for you. OWN/LOAN/RESERVE and sub-class composition.

Learn about three scenarios where GPs can leverage portfolio modeling, from duration-based, incremental change valuation impact and binary outcome/event driven valuation impact.

In our recently published 2022 Model Portfolio Landscape, we review the assets following models, the increasing breadth of offerings available, the advantages models provide, and highlight ...