News

At its core, blended finance is a creative way of making public and private capital work better together. It involves using ...
“Alternative investment models give advisors a powerful tool to deliver more personalized portfolios, while helping to streamline operational complexity and scale allocations,” said Neil ...
Mutuum Finance (MUTM) is carving a niche in the crypto market, offering a robust decentralized finance solution. Currently in Phase 5 of its presale, the token sells at $0.03, a 200% jump from its ...
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 ...
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 ...
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 ...
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 ...
A third model is a three-tier blended finance fund that uses public funding in the junior tier and non-concessional public and private funding in the mezzanine tier to create a senior tier of capital ...
Financial consultants can help create personalized financial planning based on a client's whole financial picture, including factors like debt, assets, living expenses, and investment goals.