CoinTelegraph

BlackRock adds BTC ETF to model portfolio

Update (March 11 at 18:39 UTC): This article has been updated to include a statement from BlackRock. BlackRock, a global investment firm with $11.5 trillion in assets under management, has added its ...

Janus Henderson to acquire Richard Bernstein Advisors, boosting model portfolio capabilities

Richard Bernstein, founder of the eponymous firm, will join Janus as global head of macro and customized investing.

Treynor-Black Model Explained: Portfolio Optimization Guide

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

State Street study looks at why AUM in model portfolios is increasing

Advisors reported having an average of 39% of their current assets under management in model portfolios, up from 32% three years ago, according to Model Portfolios: Adaptive Solutions for Advisory ...
Morningstar

Envestnet: What Private-Market Investments Mean for Model Portfolios

The Current State of Model Portfolios Challenges Facing Private-Market Allocation in Model Portfolios Deeper, More Selective Relationships Between Advisors and Asset Managers The Future of Model ...
Financial Advisor

Fidelity Rides Model-Portfolio Boom As ETF Takeover Gathers Pace

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...
Nasdaq

BlackRock’s (BLK) New Bitcoin Allocation Aims to Diversify Model Portfolios

BlackRock (BLK) is expanding its model portfolio by adding a 1% to 2% allocation to the iShares Bitcoin Trust ETF (IBIT), a move that signals a cautious but long-term bullish view on Bitcoin. The ...
Morningstar

Ask Your Advisor These Questions Before Investing in Custom Model Portfolios

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...
Business Wire

State Street Global Advisors Study Finds Assets in Model Portfolios Rising as Advisors Focus on Efficiency, Holistic Planning and Client Satisfaction

BOSTON--(BUSINESS WIRE)--State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) today released the results of its Model Portfolios: Adaptive Solutions for ...
WealthManagement.com

Vanguard Unveils Fixed Income Model Portfolios

Vanguard has launched its first dynamic asset allocation fixed income model portfolios. The portfolios, the Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return, went live ...
Financial Advisor

Model Portfolio Assets Surging, Morningstar Finds

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...