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 ...

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 ...

In our recently published 2022 Model Portfolio Landscape, we review the assets following models, the increasing breadth of offerings available, the advantages models provide, and highlight ...

The Model Portfolio: A Closer Look Model portfolios, created by asset managers and investment strategists, are third-party investment recommendations composed of stocks, bonds and funds.

What is a model portfolio and should you consider them? Adviser Keith Whitcomb explains how this growing trend may be the right fit for you.

Model portfolios are a diversified group of assets designed to achieve an expected return with a corresponding risk. Ideally, each portfolio has a combination of managed investments based on ...

Sorting through the wide-ranging model portfolio universe can be daunting. To help advisors find the right model portfolios for their clients, we expanded the Morningstar Quantitative Rating, or ...

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

The traditional 60/40 portfolio may not perform as well in the future. Read why there is a need for diversification and exposure to assets like commodities.

Morningstar defines "model portfolio" as an investment blueprint that advisors can follow and implement on behalf of their clients.

LPL Financial recently announced that it has appointed Garrett Fish as Senior Vice President and head of Model Portfolio Management to the firm’sinvestment researchteam. In this new role, Fish ...