Portfolio optimisation and asset allocation strategies have evolved into sophisticated tools for managing financial risks while striving for superior returns. Recent advancements integrate classical ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

Solid overall performance, but I am taking my lumps thus far in February, especially with respect to the ASST and BMNR, two digital asset treasury companies. Overall, the Portfolio did very well in ...

Tactical asset allocation as an investment strategy has engendered both strong proponents and tough detractors over the years. We can see varying results when reviewing different time frames for ...

Generic allocation models might miss opportunities for optimization. Find out which changes the advisor recommended.

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 ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

BlackRock has added the iShares Bitcoin Trust (IBIT), the fund issued by the asset manager that holds bitcoin BTC $69,296.02, to one of its model portfolios. These models suggest portfolios and ...

The Washington State Investment Board (“WSIB”) is an independent state agency that manages investments for 17 retirement plans for public employees, teachers, school employees, law enforcement ...