The investment management landscape is undergoing a fundamental shift. The once-standard 60/40 portfolio approach, which ...

According to Morningstar’s 2024 Model Portfolio Landscape, model portfolios have grown by 48% over the past two years. With assets already exceeding $4 trillion and poised to double to $9 trillion in ...

The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...

Q2 2026 Management View President Dave Dullum reported strong performance in the second quarter, highlighting continued ...

Model portfolios make it easier for advisors to deploy a variety of asset classes in efficient fashion, so it's no wonder that these portfolios have long been significant contributors to the growth of ...

North Highland, the leading change and transformation consultancy, has been recognized in the Forrester report, The Strategic ...

The central bank monetary policy has been accommodative for years, but with the Fed raising benchmark interest rates, investors will need to adapt their mindset—and their portfolios—to the realities ...

Additionally, the firm has pledged to double the qualitative and forward-looking Morningstar Analyst Rating coverage of model portfolios by the end of 2021. Morningstar has announced a set of new ...