Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...

Explore the insights of Morningstar veteran and current Principal Director Ling-Wei Hew from Envestnet on the evolution and future of model portfolios.

Model portfolios are a diversified group of assets designed to achieve an expected return with a corresponding risk. Ideally, each portfolio has a combination of managed investments based on ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories ...

Model portfolio adoption on the rise among advisors New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships. DEC 12, 2024 ...

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.

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

Model portfolios need to be repaired to integrate risk with age. If current portfolio models were cars, they would be cruising without steering wheels. They need fixing before it is too late.

Financial models are fine for explaining in general how markets should work, but it’s a mistake to over-rely on them when building an investment portfolio. All models are flawed to some degree ...