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 ...

Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and provide their clients with truly personalized ...

As financial advisors continue to embrace model portfolios, asset managers have been building up their offerings in the space. One of the world’s biggest asset managers, BlackRock, already provides ...

Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...

Nearly three-fourths of financial advisors offer their clients model portfolios, while more than 25% aren’t ready to give up complete control over their investment choices, Morningstar found in a ...

Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...

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 ...