Diversified portfolios outperformed the 60/40 model in 2025, but long-term results show traditional strategies deliver better ...
Year to date, the Model Shadow Stock Portfolio is up 12.0%, dramatically outperforming the major indexes. The S&P 500 is down 4.3% year to date, while mid-cap and small-cap indexes are modestly ...
Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...
BlackRock Inc. is boosting its exposure to US equities across its $185 billion model-portfolio platform at a time when investors are questioning the staying power of this year’s artificial ...
The vast majority of asset management companies today use model portfolios. One question we’ve been asked many times is whether ValuEngine stock ratings can be used for portfolio management or merely ...
LIVONIA, Mich., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward ...
NEW YORK and LONDON, Feb. 18, 2026 /PRNewswire/ -- Alpha FMC and MDOTM Ltd announce the release of their joint whitepaper, The Modern Model Portfolio Playbook: Part 2 – How Do Providers Manage & ...
Goldman Sachs' (GS) asset management arm and T. Rowe Price Group (TROW) introduced co-branded model portfolios to meet the needs of advisors serving mass-affluent and high-net-worth clients, the ...