BlackRock (BLK) is expanding its model portfolio by adding a 1% to 2% allocation to the iShares Bitcoin Trust ETF (IBIT), a move that signals a cautious but long-term bullish view on Bitcoin. The ...
The world’s biggest asset manager is finally allowing Bitcoin into its $150 billion model-portfolio universe. BlackRock Inc. is adding a 1% to 2% allocation to the $48 billion iShares Bitcoin Trust ...
Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...
Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...
Custom Model Assets Are Growing Custom Model Portfolios: What They Are and How They Work How to Customize Portfolio Allocation Models Do’s and Don’ts of Customizing Asset-Allocation Models Our Top ...
With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major ...
David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...
Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...
Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...
The MarketWatch News Department was not involved in the creation of this content. New offering combines third-party model portfolios with direct indexing capabilities for tax-smart transitions and ...
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 ...
Update (March 11 at 18:39 UTC): This article has been updated to include a statement from BlackRock. BlackRock, a global investment firm with $11.5 trillion in assets under management, has added its ...