Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...
Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...
Investors' search for consistent income without exposure to higher volatility has only gotten harder over the past decade. Stretching for yield has caused many investors to venture into riskier asset ...
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Kinisis Ventures' portfolios show strong operational maturity
Kinisis Ventures closed the final quarter of 2025 with its Fund I and Fund II portfolios demonstrating significant ...
The Siegel-WisdomTree Longevity Model Portfolio was launched in 2019 as a collaboration with our Senior Investment Strategy Advisor, Dr. Jeremy Siegel, Professor of Finance at Wharton School. The ...
This article was written by Vikas Jain, Quantitative Researcher at Bloomberg. Traditional fixed income benchmarks may sometimes fall short of providing true bond-like characteristics. The continuous ...
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