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 ...

The introduction of the Sustainable Fund Disclosure (SDR) rules has made little difference to how Tatton constructs its ...

I present a model portfolio of established, profitable, dividend-paying stocks and ETFs designed to outperform the S&P 500 through capital appreciation. My selection criteria focus on positive ...

Investing.com -- Morgan Stanley made several notable adjustments to its U.S. All Cap Growth model portfolio, increasing ...

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 model Yield Hog Dividend Growth Portfolio posted a total return, including dividends, of 0.9 per cent in October, finishing the month with a value of $210,133. That represents a total return of ...

Barclays estimates returns of between 10% and 11% for hedge-fund investors A simple 60/40 portfolio model would've easily beaten the returns that hedge-fund investors enjoyed, according to an estimate ...

The 60/40 portfolio strategy—a mix of 60% stocks and 40% bonds—has served investors well for decades. But financial professionals say investors who plan to rebalance their portfolios by year’s end ...

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 ...