Passive investing is causing a disconnect between fundamental analysis and market pricing, but see our Model Portfolio picks below. Market corrections happen to bring the market back to fair value.

With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which posted a total return of 17.9% for the year after rising just 0.1% during the ...

Meta Platforms removed from Model Portfolio due to underperformance and multiple sell signals, triggering strict sell discipline. Technical and fundamental data indicate a bearish trend, with price ...

Fidelity Investments has expanded its model portfolio lineup for wealth management firms with the launch of two all-ETF model portfolio suites. The Fidelity Target Allocation ETF Model Portfolios and ...

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio, offering ...

As advisors’ use of alternatives rises, a few themes are emerging. Advisors are gravitating to model portfolios and evergreen funds when allocating to alternative assets and are increasingly looking ...

Assets under management, tied to model portfolios, are forecast to exceed $10 trillion by 2025. Some reasons for the category’s growth include increasing awareness and comfort among clients, a wider ...

Natixis Investment Managers conducted a survey with CoreData Research of more than 11,000 global investors in March and April of this year. It found that individuals invested in portfolios overseen by ...

The Current State of Model Portfolios Challenges Facing Private-Market Allocation in Model Portfolios Deeper, More Selective Relationships Between Advisors and Asset Managers The Future of Model ...