A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

VALLEY FORGE, Pa., Oct. 27, 2025 /PRNewswire/ -- Vanguard today announced the launch of two new dynamic asset allocation fixed income model portfolios, further strengthening its suite of investment ...

The 60/40 portfolio, rooted in Modern Portfolio Theory, balances equities and bonds to optimize returns relative to risk, but its effectiveness declines during high inflation. Rising stock-bond ...

Vanguard has launched its first dynamic asset allocation fixed income model portfolios. The portfolios, the Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return, went live ...

The investment seeks long-term total return. The adviser employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting ...

SimCorp has launched two Axioma multi-asset class fund allocation models. The Axioma Fund Allocation Model intends to capture fund investment risk through exposures to a curated set of fund and market ...

Mid Atlantic announces the expansion of ModelxChange ®, launching ModelxChange Gallery to provide 401(k) professionals with access to mutual fund and ETF portfolio construction and management from ...

See holdings data for PineBridge Dynamic Asset Allocation Fund (PDAIX). Research information including asset allocation, sector weightings and top holdings for PineBridge Dynamic Asset Allocation Fund ...