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 ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

The Californian pension fund, known as Calpers, said Monday its new "total portfolio approach" will focus on which investments can boost the performance of its entire portfolio, rather than allocating ...

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio, offering ...

Morningstar recently completed its annual review of the US Model Portfolio Landscape. It noted that assets under management (AUM) in model portfolios reached $424 billion, a nearly 50% increase over ...

(Bloomberg) -- BlackRock Inc. expects the model-portfolio realm of money management to grow to a $10-trillion business over the next five years. The strategy, by which asset managers and investment ...

Within the article, I list over 20 stocks to create an investment grade portfolio geared toward capital appreciation. This portfolio outperformed the S&P 500 Index with a 28.8% over the past 12 months ...

U.S. equities extended their advance in October, with the S&P 500 index reaching multiple new highs as stronger-than-expected ...

Update (March 11 at 18:39 UTC): This article has been updated to include a statement from BlackRock. BlackRock, a global investment firm with $11.5 trillion in assets under management, has added its ...

The following model stock portfolio is focused on capital appreciation using institutional quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...