Ares’ new moderate model allocates around 50% of portfolios to private markets – a figure McCurdy says balances ...

The table below highlights allocation model portfolio series with 100% analyst coverage that earn Morningstar Medalist Ratings of Gold, as of June 2025. It also shows the analyst-assigned People ...

In our recently published 2022 Model Portfolio Landscape, we review the assets following models, the increasing breadth of offerings available, the advantages models provide, and highlight ...

Generate $10,000/year with a diversified Model Portfolio. Explore top-tier securities across sectors. Click here for more information on the Model Portfolio.

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

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 ...

When it comes to financial advisors, many instantly think of managing portfolios and selecting stocks. While many advisors still cling to this model, model portfolios are increasingly gaining ...

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 ...

Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

The model portfolios do not attempt to consider the effect of income taxes on performance or returns and does not reflect any opinion on the tax-appropriateness of the portfolio for any investor.