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

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 ...

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 ...

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

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 ...

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 ...

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.