This and many other reasons are why model portfolios are gaining traction, with advisors seeking structured investment solutions using various portfolio allocation models. Advisors now face the ...
Included along the way are specific hints. The basic model developed in your class allows a client (or user) to select different assets within a portfolio and determine what proportion to hold in each ...
Alan prefers Pantheon for private-equity exposure; it’s in his own Investec Flexible Model Portfolio. The portfolio, he says, is high-quality with a focus on “defensive sectors such as ...
Together they built a proposed group facilitation model to leverage organizational paradox, using a recently taught graduate-level university course as a sample application of the model. The paper ...
Capital, the global fintech platform, has introduced the iCapital Growth Model Portfolio, allowing advisers to seamlessly ...