Model portfolios offered by asset managers and ... lineup consolidation, strategic asset-allocation adjustments, and trading frequency. For example, an advisor may want to add an index exchange ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market ...

Jot down what your spending looks like in a typical month, including costs for housing, food, medical care, insurance, ...

Nasdaq Fund Network (NFN) brings both transparency and distribution power to the growing models and managed accounts community. The NFN platform provides managers of model portfolios, separately ...

In the new paper, the institute examines various alternatives to the current endowment model, including the Canadian model, ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

The security selection model incorporates standard ... strategic benchmark, asset allocation, security selection, and portfolio construction and risk management. Nine dedicated research analysts ...

While model portfolios have become a mainstay for many ... provider's off-the-shelf offerings with some combination of shifting asset allocations, additional asset classes, or swapping funds ...

The long-run expected return for the Global Market Index remained above 7% for a third straight month in January, ticking ...