A model portfolio can be one of the most important tools in venture capital. To the extent that investors have a financial plan for how to deploy and then harvest capital, it’s contained in this ...

4. MODEL PORTFOLIOS PROVIDE BLENDED STRATEGIES TO IMPROVE CUSTOMIZATION Using a model portfolio doesn’t limit you from customizing your approach. In fact, it can help improve the tactical ...

Model Portfolios for Short- and Intermediate-Term Goals Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it. Christine Benz Apr 29, 2025 ...

In asset pricing and portfolio management, Eugene Fama and Ken French in 1992 laid the empirical foundations for the Fama and French three-factor model which explained how size and value, in ...

The Standpoint Multi-Asset Fund remains the core at 40%, but swapping out FOF for the another fund-of-funds. Check out my updated Retiree Portfolio Model.

Learn about three scenarios where GPs can leverage portfolio modeling, from duration-based, incremental change valuation impact and binary outcome/event driven valuation impact.

Morningstar's Model Retirement Saver Portfolios For investors who are accumulating assets for retirement, we create strategic ETF and mutual fund portfolios. Christine Benz Feb 1, 2019 ...