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 ...

New alternative investments model to offer advisors easy access to models that include private credit, private equity and private real estate via funds vetted by the Cetera Investment Management team ...

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 ...

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 with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

After a muted year for Indian equities despite a positive return, two leading market experts outline how investors should ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

Al registrarse, recibirá correos electrónicos sobre los productos de CoinDesk y acepta nuestros condiciones de uso y política de privacidad. These models suggest portfolios and rebalances which are ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...