Options market-making models are among the financial industry’s most closely guarded trade secrets. So much so that researchers looking for an example in the financial literature often end up ...

Third-party model portfolio services (MPS) on adviser platforms have continued to exercise huge pull, with market growth of 17% in 2023, according to our estimate at Platforum. To put that into ...

The model portfolio landscape in the UK tends to resemble a series of off-the-shelf commodities that ensure every client gets the same investment experience commensurate with their risk profile. And ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and provide their clients with truly personalized ...

Market rotation into smaller stocks and value stocks is reflected in the performance of the Model Shadow Stock Portfolio.

7IM has launched what it is calling its “most adventurous” model portfolio yet, targeting investors looking to take on a higher degree of risk for greater returns. It completes the adviser platform’s ...

A rigorous approach to determining the credit risk posed by highly leveraged counterparties is not something that is easy to develop and implement. One reason for this is the scarcity of information.

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Toronto-based wealthtech OneVest recently launched its model portfolio marketplace, which features model portfolios with iShares and Vanguard asset allocation ETFs. Firms using OneVest can choose ...