Asset allocation refers to the mix of different investment assets you own. It describes the proportion of stocks, bonds and cash that make up your portfolio. Maintaining the right asset allocation ...

3 New Ways to Search for Model Portfolios How Morningstar Analyst Ratings, star ratings, and Portfolio Risk Scores can help find the right model portfolio for you.

Model Portfolios for Short- and Intermediate-Term Goals Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it.

Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

Learn about three scenarios where GPs can leverage portfolio modeling, from duration-based, incremental change valuation impact and binary outcome/event driven valuation impact.

The model portfolio features exposure to six alternative exchange traded funds, several of which are either dedicated commodities funds or funds with strong exposure to that asset class.