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 ...

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 ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

My inflation sensitive Model Portfolio outperformed the S&P 500 in January 2026, driven by strong returns in Precious Metals, Quality Stocks and ...

Typical asset allocation models were created during a time when bond yields averaged 5% and stocks returned roughly 9%. With that data in mind, a 60% stock, 40% bond portfolio would yield an annual ...

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 ...

Jackson National Life Insurance Co. is continuing to invest in what it touts as a big differentiator in the variable annuity space: flexible asset allocation for advisers. Processing Content The ...

Bitcoin volatility is pushing investors toward diversified crypto allocation models to manage risk, stabilize returns, and ...

Bitwise debuts seven model portfolios focused on digital assets to help financial advisors allocate client funds across ...