What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

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 ...

Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management ...

The long-run expected total return for the Global Market Index continued to hold in the low-7% range in August, based on the ...

MSCI Inc. (NYSE: MSCI) launched a Private Credit Factor Model to help investors overcome the lack of transparency in the asset class and better assess the long-term risks it presents in their overall ...

Fidelity Model Portfolios with Separately Managed Account (SMA) with five equity and fixed income mixes (20/80, 40/60, 60/40, 70/30, 85/15) ii each versioned for I and Z share classes.

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.

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 ...

While the 60/40 model may not be dead yet, investors may want to consider model portfolios with additional asset classes in the current market environment.

If global markets flatlined at current prices through New Year’s Eve, the results would go into the history books indicating ...

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