Asset-Allocation Models Remain Dominant, but We Are Seeing Pickup Elsewhere. Asset-allocation models continue to dominate the space. As of March 2022, asset-allocation model portfolios falling in ...

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 ...

By Scott Welch, CIMA ®, Chief Investment Officer – Model Portfolios This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you ...

Model portfolios are rapidly gaining traction.A report this week from Morningstar indicates that assets following model portfolios grew by 22% to $349 billion over a nine-month period leading ...

Model portfolios give financial advisors a solution that frees up time they previously dedicated to portfolio construction and maintenance to instead address your unique financial issues and/or ...

Vanguard offers data on the historical risk and return of various portfolio allocation models based on data from 1926 to 2018. For example, a portfolio consisting of 100% bonds has experienced an ...

Today, there is $1 trillion in model portfolios and more than 10,000 different models in the market. Between 2016 and 2018, the compound annual growth rate of retail portfolios was 21%, but the growth ...

“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 ...

The model portfolio aims to generate $10,000 annually with a $106,231 investment, averaging a 9.42% yield. It includes various sectors including business development companies, real estate, bonds ...

The following Model Portfolio was designed using the best ideas of REITs, BDCs, MLPs, and ETFs I currently invest in to produce an income of $10,000 annually. I’m assuming an investment of ...