Despite the benefits of model portfolios, awareness among investors remains limited; only 57 percent said they're familiar with the concept, a figure unchanged since 2019.

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025.

Envestnet rides boom in model portfolios The firm's platform offers around 2,000 customized products from some 150 asset managers, tapping into rising demand for bespoke portfolios. NOV 28, 2023 ...

Now available in SMA/UMA format, KKM’s ETF model portfolios seek to harness Dorsey Wright’s long-history of research, analysis & expertise in relative strength. BlackRock’s iShares’ ETFs ...

Envestnet serves some 100,000 advisers and has overseen a total $300 billion in model-portfolio trades.

But the growing adoption of active ETFs “signals the ETF investor base is growing, too, as new launches and model portfolios increasingly entice mutual fund investors to join the ETF fray,” he ...

The Case for a Short Duration Fixed Income Model Portfolio Depending on one’s investment objectives and risk tolerance, fixed income can play a variety of different roles in a portfolio.