The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, Tax Shelters, Insurance bonds. The best performing model portfolios of 2025 | ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Custom Model Assets Are Growing Custom Model Portfolios: What They Are and How They Work How to Customize Portfolio Allocation Models Do’s and Don’ts of Customizing Asset-Allocation Models Our Top ...

Model portfolios are becoming an increasingly popular investment advice option in an environment where risk mitigation is a priority for dealer groups. “I think there’s a chance licensees might have ...

The number of asset managers participating in model portfolio programs has doubled over the past four years, rising from 90 to 214, according to “The State of Model Portfolio Programs,” a study from ...

Theprevalence of the use of model portfolios by financial planners and advisers has been confirmed byAssirtresearch, with 47 per cent of planners indicating they used model portfolios for 50 per cent ...

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 ...

BOSTON--(BUSINESS WIRE)--Fidelity Investments® today announced the expansion of its model portfolio lineup for wealth management firms with the launch of two new all-ETF model portfolio suites.

BOSTON--(BUSINESS WIRE)--Fidelity Institutional℠ today announced four new target allocation mixes in its Fidelity Target Allocation, Fidelity Target Allocation Blended and Fidelity Target Allocation ...