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 ...
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 ...
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 ...
The Growth Model Portfolio follows the earlier release of iCapital’s Balanced Model Portfolio, which was developed using quantitative analysis from the company’s research and ...