As sustainable investing continues to grow in popularity, so does the scrutiny around those strategies. Intentionally sustainable funds have been plagued by claims of greenwashing and price gouging.

What Is an Equal-Weighted Portfolio? An equal-weighted portfolio is an investment strategy in which all assets are allocated an equal proportion of the total investment. This approach ensures that ...

The rise of model portfolios is undeniable. Based on the universe of model portfolios reported to Morningstar, nearly 800 individual model portfolios were launched since 2019. That’s almost one third ...

Researchers have long compared the performance of equal- and market cap-weighted equity strategies, but no clear consensus has emerged on which is preferable. Of the 18 worst stock market crashes ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Talk about following the herd. Today nearly all global bond portfolios use issuance-weighted indexes as benchmarks. Big, developed bond markets like the U.S., Europe and Japan dominate such indexes.

Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...