“Alternative investment models give advisors a powerful tool to deliver more personalized portfolios, while helping to streamline operational complexity and scale allocations,” said Neil ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific ...

Key Takeaways. A model portfolio is basically a recipe for how to build a portfolio. The types of model portfolios are most popular with advisors are your building blocks, mainly the core 60/40 ...

At its core, blended finance is a creative way of making public and private capital work better together. It involves using ...

Financial modeling is the process of creating a mathematical model that reflects the historical, current, or projected value or financial performance of a company, a stock, a project, an ...

Financial models help make predictions about future company performance by organizing information but can only be as accurate as the data and assumptions inputted into the models. Investment ...

NEW YORK, March 24, 2025--CAIS, the leading alternative investment platform for financial advisors, today introduced CAIS Models Marketplace, a centralized hub developed to streamline access to ...

A growing share of financial advisers are outsourcing their investment management to third parties. Assets following model portfolios—preset investment templates designed by money managers ...

Steel Dynamics demonstrates a balanced growth model with high operational efficiency, sustainable FCF and a sound debt policy, and the launch of the aluminum segment opens up a new source of profit.