The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In ...

A model portfolio can be one of the most important tools in venture capital. To the extent that investors have a financial plan for how to deploy and then harvest capital, it’s contained in this ...

Model portfolios are continuing to rise in popularity for advisors. Morningstar researchers take a closer look at the landscape. Download now.

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

The suite of model portfolios is available with four varying degrees of risk ranging from conservative to aggressive growth. The further up the risk spectrum an advisor goes with these model ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The firm is adding a 1% to 2% allocation of the iShares Bitcoin Trust ETF ...

J.P. Morgan Asset Management launched a tool allowing financial advisers to analyze 24 models at no cost.