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 ...

Today’s field service and asset managers understand the challenges of running a large and complex workforce and asset portfolio. The ability to drive continuous improvements is essential to success.

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.

This working paper inaugurates the "Technology Fundamentals for Digital Finance" series, concentrating on the technical aspects of financial Digital Assets. The series aims to facilitate the use of a ...

In Part 1 of ISO 19650, BIM is defined as the “use of a shared digital representation of a built asset to facilitate design, construction, and operation processes to form a reliable basis for ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, ...

Suggested Citation: "Appendix C - Glossary." National Academies of Sciences, Engineering, and Medicine. 2023. Lifecycle BIM for Infrastructure: A Business Case for Project Delivery and Asset ...