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 ...

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

Financial advisors increasingly understand their value proposition is not their stock-picking savvy or ability to construct a bond portfolio. As the industry moves towards holistic wealth management ...

CAIS Models Marketplace enables wealth management firms to host and access multi-asset and multi-manager alternative investment models while giving advisors a more efficient way to integrate ...

The rise of model portfolios is undeniable. Based on the universe of model portfolios reported to Morningstar, nearly 800 individual model portfolios were launched since 2019. That’s almost one third ...

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 ...

CHICAGO, November 04, 2025--(BUSINESS WIRE)--Harbor Capital Advisors, a premier provider of investment solutions known for sourcing expertise, is proud to announce the launch of its Flagship Models, a ...

Model portfolios are useful for managing client assets, but they are oversimplified and inappropriate for many. Now is the time to fix these models before they break. Risk has different meaning for ...

The world is changing. Why should portfolio design stay the same? To navigate today’s unprecedented uncertainty and adapt to clients’ shifting needs, financial advisors must become more flexible and ...