As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized solutions, clear messaging stands as a pivotal element for asset managers ...

Envestnet announced offerings of BlackRock custom model portfolios for registered investment advisers and direct indexing portfolios on the Envestnet unified managed account platform in collaboration ...

(Reuters) - BlackRock has launched its first model portfolio blending private and publicly traded assets, it said on Wednesday, as it looks to expand its footprint in the lucrative private market ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies.

BlackRock (NYSE:BLK) went live with its customizable public-private model portfolio with a Unified Managed Account ("UMA"), the company said on Wednesday. The models use GeoWealth's UMA technology ...

In what the firm calls a first for the asset-management industry, BlackRock set up the model portfolios with publicly traded stocks and bonds alongside more complex private equity and credit funds ...

The launch marks the first time a customizable model portfolio that includes access to both private and public market assets is available through a UMA, featuring streamlined administration and ...

Emkay Global Financial Services has removed IndusInd Bank from its model portfolio, citing uncertainty over leadership and the fallout from the recent derivatives accounting issue. The domestic ...

BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported ...

Demand for custom model portfolios is growing to meet investors’ needs. Custom model portfolios are reshaping the investment landscape, allowing advisors to tailor strategies that align with ...

In a move the firm describes as a first for the asset management industry, the global powerhouse overseeing more than $11 trillion in assets has launched a new series of model portfolios combining ...