Fidelity Investments launched two new suites of turnkey model portfolios focused on private market investments. The multi-asset, open-architecture portfolios provide exposure to private equity, ...

Crypto asset manager Bitwise launched seven model portfolios focused on digital assets.  The portfolios, tailored to serve different investor risk preferences, will allow financial advisors to give ...

As sustainable investing continues to grow in popularity, so does the scrutiny around those strategies. Intentionally sustainable funds have been plagued by claims of greenwashing and price gouging.

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 ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

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 to ...

Bank of America introduced five new model portfolios on Wednesday that adhere to Environmental, Social and Governance factors. The portfolios will be available to Merrill Lynch and Merrill Edge ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

It is the neglect of timely repair that makes rebuilding necessary. - Richard Whately, English Writer Most investment advisors use model portfolios and those that do usually rely on models provided by ...

2021 has posed its fair share of risks to the average portfolio: emerging market disruption, Covid-19 resurgence, slowing economic growth, and rising inflation. However, model portfolios are the ...

Risk (Draw Down) and Risk Adjusted Returns (Sortino Ratio) are presented for Baseline Funds. Performance of portfolios written about in Seeking Alpha are summarized. The majority of portfolios have ...