Inverse residual variance (IRV) weighting reduces noise and improves factor performance. Country and industry betas replace ...

Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...

Risk modeling comes in varying shapes and sizes throughout the financial world. Having previously worked as a derivatives trader on the Chicago Board Options Exchange and as a senior risk analyst, I ...

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 ...

For more than 55 years, Institutional Investor has delivered the news and analysis that investment professionals need to succeed and stay relevant. Our coverage of the global asset management industry ...

BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions, today ...

Model portfolios are being adopted by advisors at lightening speed, and that is turning itself into one of the fastest growing asset classes. This year model portfolios upped their holdings to $4.9 ...

The Californian pension fund, known as Calpers, said Monday its new "total portfolio approach" will focus on which investments can boost the performance of its entire portfolio, rather than allocating ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

Assets under management in model portfolios clocked in at $3 trillion during the first quarter, a 16% drop compared with the fourth-quarter of 2019 as the selloff related to COVID-19 racked the ...

A number of members have been asking about "asset classes" and how and why we select the ones we do. This is the first article in what I expect will be a series discussing the asset classes we own and ...