Model Portfolios: How Innovation Is Driving Variety Learn how today’s customization capabilities, active strategies, and private-market investments are creating differentiated portfolios and new ...

Why custom model portfolios are taking off Alessio de Longis, senior portfolio manager and head of investments at Invesco Solutions, sits down with InvestmentNews anchor Gregg Greenberg to highlight ...

I remember sitting in a meeting with Vanguard founder Jack Bogle at Morningstar’s offices many years ago, not long after his heart transplant. “I wanted to visit sooner,” he said in his booming ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.