Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model ...

In this post, we will outline some of the modeling assumptions and techniques of the Solovis Risk tool that enable us to model our clients’ multi-asset class portfolios.

Fidelity Institutional has expanded its model portfolio suite with the addition of Fidelity Target Allocation Tax-Aware Model Portfolios.

It was just a matter of time, but Envestnet is officially getting in on the alts model portfolio act. On Wednesday, the wealth tech giant announced it is helping its advisor and wealth enterprise ...

The chart below shows the percentage of total new model portfolio launches, broken down by broad asset class: equity, fixed income, allocation, and miscellaneous, which includes more-esoteric ...

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio ...

Webull enhances its advisory platform by integrating BlackRock's model portfolio capabilities, expanding investment options to better serve a broad range of investment needs. Webull users now have ...

Minimalist three-fund portfolios and active/index fund portfolios for retirees and retirement savers.

* The expected correlation for each asset relative to the portfolio (GMI) This model for estimating equilibrium returns was initially outlined in a 1974 paper by Professor Bill Sharpe.