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 ...

Model portfolios are a diversified group of assets designed to achieve an expected return with a corresponding risk. Ideally, each portfolio has a combination of managed investments based on ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

In a model portfolio, you still might allocate 2%-5% into REITs due to their risk tolerance and time horizon without considering the overexposure to real estate both private and public.

Making a hand modeling portfolio is a matter of getting your hands in tip-top shape, conducting research, and taking and compiling images. 1. Prepare your hands.

Learn about three scenarios where GPs can leverage portfolio modeling, from duration-based, incremental change valuation impact and binary outcome/event driven valuation impact.

Factor Models. In asset pricing and portfolio management, Eugene Fama and Ken French in 1992 laid the empirical foundations for the Fama and French three-factor model which explained how size and ...