With growing interest in model portfolios and investment models, platforms are enhancing their offerings for advisors with new options. This week, CAIS has announced the onboarding of four major names ...

Bitwise launches seven model portfolios for digital assets on billion-dollar advisory platforms, offering advisors ...

Partnership brings Schwab’s Wasmer Schroeder bond lineups and model portfolios onto Advyzon’s Nucleus marketplace for RIAs.

SACRAMENTO, Calif.--(BUSINESS WIRE)--Helios, pioneer of the Insourced Chief Investment Officer (ICIO) model, created to equip financial advisors with the necessary investment models, analysis tools, ...

Helios, a quantitative asset management firm that provides outsourced chief investment officer services to advisors, announced this week that it started integrating machine learning into its custom ...

Learn about the Intertemporal Capital Asset Pricing Model (ICAPM), which helps investors manage market risks through ...

Alternative investment platform CAIS unveiled the first investment models to be added to its recently launched CAIS Models Marketplace. The new line-up includes multi-asset model portfolios, three ...

Generative artificial intelligence (GAI) has a reliability problem, with a tendency to fabricate responses. Specialist models, such as knowledge graphs (KGs), can be designed to reduce hallucinations ...

Examples of passive investments include ETFs or other funds tracking the S&P 500, the Nasdaq 100 or U.S. investment-grade bonds. The major flaw in this widely adopted category is that all “passive” ...

The first foreign trip Joel Holsinger took in 2019 after joining the board of directors at the global health nonprofit PATH convinced him that he needed to do more to raise money for charities. The ...

The newer factor models of Hou, Xue, and Zhang and Fama and French, which include measures of asset growth to quantify investment, have been shown to add considerable explanatory power to asset ...