Goldman Sachs Asset Management and T. Rowe Price debut four co-branded model portfolios aimed at mass affluent and high net ...

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The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

There are no changes to the Model Shadow Stock Portfolio after conducting the quarterly portfolio review at the beginning of December.

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

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 ...

One question we’ve been asked many times is whether ValuEngine stock ratings can be used for portfolio management or merely ...

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.

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

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. The platform, ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Update (March 11 at 18:39 UTC): This article has been updated to include a statement from BlackRock. BlackRock, a global investment firm with $11.5 trillion in assets under management, has added its ...