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 ...

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 ...

Unless you happen to be an average-size person with perfectly balanced proportions, the clothing you buy may or may not fit perfectly.

Just as there are many platforms, there are many model portfolios. NextWealth data show that assets in discretionary model ...

Capital, the global fintech platform, has introduced the iCapital Growth Model Portfolio, allowing advisers to seamlessly ...