Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025.

Morningstar estimates custom model portfolio assets have grown to more than USD 125 billion as of Sept. 30, 2024, up almost 50% from June 30, 2023, as detailed in Morningstar’s Guide to ...

Still, the top challenge holding advisors back from model portfolios may be solved. Drawing from a survey of leading model portfolios providers, Morningstar noted that as of September 30, 2024 ...

Client-level investment management is gradually going the way of white tennis balls as asset management becomes increasingly commoditized. OCT 12, 2022 By Jeff Benjamin ...

Cetera, the nation’s fourth-largest independent broker-dealer by revenue in Financial Advisor ’s annual ranking, has introduced the first in a series of alternatives investment model ...

Kestra Investment Management’s model portfolios are built on an open architecture platform and incorporate ETFs and mutual funds offered by a variety of third-party managers, which are selected ...

CalSTRS' collaborative model is an investment strategy to reduce costs, control risk and boost returns with strategies such as managing more assets in-house, co-investing and, in real estate ...

For example, Bloomberg’s MAC3 Risk model alone incorporates over 3,800 factors spanning over hundreds of thousands of companies, each relying on the daily ingestion of billions of data points.

Investment group ROCA acquired a 20% minority stake in the Adrem energy group, following approval from the Romanian ...

Here's an example of how to use the Risk Model to monitor portfolios for style drift. As of mid-2022, the risk model suggested Matthews Asia Dividend MAPIX was failing to meet its own objectives.

In Shurooq's model, place-making is not a backdrop to enterprise—it is the foundation of it. INFRASTRUCTURE AS EMPOWERMENT ...