The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.

Richard Bernstein Advisors has $18.5 billion in AUM and specializes in top-down macroeconomic analysis and quantitatively-driven portfolio construction. The 40-year-old firm’s founder and CEO, Richard ...

The deal for RBA would add a $20 billion macro shop and fresh model portfolio firepower to the active manager, which itself ...

Model portfolios using exchange-traded funds are becoming the new darlings of the financial advisory world. According to Cerulli Associates, of the estimated $36 trillion allocated to model portfolios ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

Investors who use model portfolios are more confident in their own finances compared to those who do not, according to new research published by Boston-based Natixis Investment Managers. Using data ...

Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...

As part of the broader trend of increased adoption of model portfolios, advisors are increasingly working with asset managers to build custom models to offer to clients, according to new research from ...

Individuals who invested in portfolios overseen by professional asset managers may be less stressed, more trusting of their advisors, and more financially confident than peers who don’t use models, ...

Christine Benz: Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that ...

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