The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In our ...

With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which posted a total return of 17.9% for the year after rising just 0.1% during the ...

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 ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed to demonstrate the differences between conservative, moderate, and ...

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...

Vanguard has launched its first dynamic asset allocation fixed income model portfolios. The portfolios, the Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return, went live ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...