Assets following model portfolios—preset investment templates designed by money managers—rose to a record $7.96 trillion in April, up from $6.44 trillion a year earlier, according to the data ...

Assets controlled by model portfolios, or preset investment templates, hit another high as financial advisers increasingly use them to build investor portfolios. Model portfolios controlled $4.9 ...

Every individual is different. A single model portfolio may not be suitable for all investors. If your risk-return expectation matches the model portfolio, then it is the best option for you.

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 ...

Model Portfolio AUM to Reach $10 Trillion by 2028 November 07, 2023 — 02:48 am EST Written by [email protected] (FINSUM) for FINSUM -> ...

Asset-allocation model portfolios poised to become a $2.9T business by 2026 Anticipated rise in advisors' model use offers an opportunity for asset managers, says Cerulli. SEP 25, 2024 By Leo Almazora ...

CAIS Advisors, led by Neil Blundell, Chief Investment Officer, anticipates offering advisory services, customizable alternative investment model portfolios, and multi-manager registered solutions.