The table below highlights Morningstar Medalist Ratings for allocation model portfolio series with 100% analyst coverage, as of January 2024. It also highlights how the Medalist Rating, ...

Asset-allocation model portfolios poised to become a $2.9T business by 2026 Anticipated rise in advisors' model use offers an opportunity for asset managers, says Cerulli. SEP 25, 2024 ...

For example, we included the BlackRock 60/40 Long-Horizon Allocation ETF model, which is a low-turnover version of BlackRock’s more tactical flagship 60/40 Target Allocation ETF model.

BlackRock (BLK) is expanding its model portfolio by adding a 1% to 2% allocation to the iShares Bitcoin Trust ETF (IBIT), a move that signals a cautious but long-term bullish view on Bitcoin. The ...