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 ...

What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

Many investors find it intimidating to go through the process of building their own investment portfolio from scratch. That’s why many financial advisors offer their clients model portfolios ...

A model portfolio can be one of the most important tools in venture capital. To the extent that investors have a financial plan for how to deploy and then harvest capital, it’s contained in this ...

Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

In this post, we will outline some of the modeling assumptions and techniques of the Solovis Risk tool that enable us to model our clients’ multi-asset class portfolios.