In this blog post I'll walk readers through two portfolio management models I use with numerous portfolios. The first model is the Dual Momentum strategy as discussed in several Seeking Alpha article.

Model 3: The Dual Momentum is a third alternative. Model 4: Relative Strength as an active management model. All four models can be tracked and/or managed using the Kipling spreadsheet.

Today, according to Hew, the landscape of the model portfolios space is highly competitive, with larger asset managers dominating and offering zero management fee structures.

Transformation leaders need more than dashboards — they need a strategic space to plan, model scenarios and guide change from ...

There are thousands of model portfolios out there that pursue different strategies and charge varying fees, most of which are investment products sold by major asset management firms.

By contrast, 76% of advisers say that third-party model portfolios may be a disadvantage if portfolio management is a big part of the firm’s value proposition.

The scale and efficiency that models can provide have been a key driver of growth. Total Model Portfolio Assets Through Time Source: Survey data, Morningstar Direct. Data as of 03/31/2025.

“Model portfolios have evolved into a powerful tool for advisors seeking to scale their practices efficiently while enhancing the quality of personalized, client-centered wealth management ...

Some companies that have adopted the portfolio management model said they’re seeing a real bottom-line impact. For instance, Merrill Lynch & Co. has saved between $25 million and $30 million ...

On January 28, 2021 the Journal of the Academy of Marketing Science published an article about a new approach that could replace the old CRM models. The new Customer Portfolio Management (CPM ...

A Morningstar definition provides a little more insight: “Third-party model portfolios offer financial advisors an opportunity to outsource some, or all, of their investment management ...