Position Portfolio Name 3 Yr Cum Rtn * Outperformance of Balanced Comparator Ave 3 Yr Annualised Rtn * Total Costs 1 Ascencia Portfolio of Sharia Compliant Solutions 6 - Platform 27.59% 14.65% 8. ...

As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized solutions, clear messaging stands as a pivotal element for asset managers ...

Essential Elements of a Winning Portfolio 1. Diverse Yet Focused Content Gone are the days when Indian models needed only conventional beauty shots. Today's market demands versatility while ...

Demand for custom model portfolios is growing to meet investors’ needs. Custom model portfolios are reshaping the investment landscape, allowing advisors to tailor strategies that align with ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

Envestnet announced offerings of BlackRock custom model portfolios for registered investment advisers and direct indexing portfolios on the Envestnet unified managed account platform in collaboration ...

(Reuters) - BlackRock has launched its first model portfolio blending private and publicly traded assets, it said on Wednesday, as it looks to expand its footprint in the lucrative private market ...

Model portfolios are a new generation of investment products that can help wealth advisors improve client outcomes, refocus their attention on high-value activities, and ultimately expand their ...

BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported ...

CEO Larry Fink proposed adjusting the traditional 60/40 portfolio strategy by allocating 50% to equities, 30% to bonds, and ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies.

In what the firm calls a first for the asset-management industry, BlackRock set up the model portfolios with publicly traded stocks and bonds alongside more complex private equity and credit funds ...