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 ...

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 ...

The newer factor models of Hou, Xue, and Zhang and Fama and French, which include measures of asset growth to quantify investment, have been shown to add considerable explanatory power to asset ...

Helios, a quantitative asset management firm that provides outsourced chief investment officer services to advisors, announced this week that it started integrating machine learning into its custom ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Hybrid funds, also known as asset allocation funds, refer to a type of investment fund that diversifies among two or more asset classes. Typically, a hybrid fund will consist of a mix of stocks and ...

Alternative investment platform CAIS unveiled the first investment models to be added to its recently launched CAIS Models Marketplace. The new line-up includes multi-asset model portfolios, three ...

Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models.

Generative artificial intelligence (GAI) has a reliability problem, with a tendency to fabricate responses. Specialist models, such as knowledge graphs (KGs), can be designed to reduce hallucinations ...