To be able to describe some of the features of co-development of model portfolios To be able to identify factors influencing the construction of a portfolio To be able to identify the number of funds ...

Model portfolios are continuing to “dominate” the intermediated wealth-management sector and are projected to grow to £554bn by 2028, a new report has revealed. Over the past five years, model ...

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 ...

The model portfolio landscape in the UK tends to resemble a series of off-the-shelf commodities that ensure every client gets the same investment experience commensurate with their risk profile. And ...

Model portfolios are evolving, offering a significant advantage for advisors and asset managers by streamlining operational tasks and fostering stronger client relationships. These tools are set to ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

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 ...

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 ...

Nasdaq Fund Network (NFN) brings both transparency and distribution power to the growing models and managed accounts community. The NFN platform provides managers of model portfolios, separately ...

JM Financial's new Model Portfolio favors banks and infrastructure, reflecting optimism in economic recovery. However, it notes persistent earnings downgrades and high valuations, urging investors to ...