Ground Picture/Shutterstock. Like a traditional modeling portfolio, the hand modeling portfolio is a collection of professional images that highlights a model’s range and ability to present ...

The rise of outsourced portfolio construction among advisors has also been a positive driving force for ETF issuers.In 2023, 31 percent of ETF distribution occurred through model portfolios, with ...

Models help advisors save time by outsourcing portfolio management tasks like asset allocation and fund selection. However, off-the-shelf models don’t always meet every client’s unique objectives.

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar.

CAIS Models Marketplace will offer three multi-asset and multi-manager model portfolio configurations, enabling advisors to allocate seamlessly through CAIS’ trade technology: ...

The company says it is making it easier and more efficient for advisors to provide clients exposure to alternative ...

Define your core modeling types. As an aspiring model , you might be trying to figure out what type of model shoots you’re going to be best for—or perhaps you already have it nailed down.

NEW YORK, March 24, 2025--CAIS, the leading alternative investment platform for financial advisors, today introduced CAIS Models Marketplace, a centralized hub developed to streamline access to ...