Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

The Prudent Investor Rule compels trustees to consider diversifying assets. To help them, trustees use asset allocation models. Yet many of these models fall short when it comes to evaluating ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...

BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions, today ...

BlackRock (BLK) is expanding its model portfolio by adding a 1% to 2% allocation to the iShares Bitcoin Trust ETF (IBIT), a move that signals a cautious but long-term bullish view on Bitcoin. The ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans. The 2006 Pension Protection ...