With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which posted a total return of 17.9% for the year after rising just 0.1% during the ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Fidelity Investments has expanded its model portfolio lineup for wealth management firms with the launch of two all-ETF model portfolio suites. The Fidelity Target Allocation ETF Model Portfolios and ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

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 ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed to demonstrate the differences between conservative, moderate, and ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

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 ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

To find out if you’re on track to reach your financial goals, review your current portfolio balance, combined with your ...

Christine Benz: Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that ...