As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized ...

Rick Harper serves as the Chief Investment Officer, Fixed Income and Model Portfolios at WisdomTree Asset Management, where he oversees the firm’s suite of fixed income and currency exchange ...

Trumid, a financial technology company and fixed income electronic trading platform, announced its enhanced Fair Value Model Price (FVMP™) predictive pricing model for corporate bonds, providing users ...

Since the beginning of 2019, the number of active ETFs has increased fivefold and AUM in such funds has grown by a factor of ...

Financial products also offer investors the advantage of professional management and dynamic asset allocation strategies that ...

For those wondering what a managed portfolio composed purely of direct ... looking to capitalise on growing interest in domestic fixed income — a fever that’s spread to wealth managers when ...

Net-of-fee returns is reduced by a model “wrap fee” (1.5% is the maximum anticipated wrap fee for fixed income portfolios) which includes trading expenses as well as investment management ...

Include fixed-income assets like bonds to lower volatility ... Here's a look at some historical risk-return data on a variety of portfolio allocation models: Data source: Vanguard.

Although retirees may customize different frameworks for the number of buckets they hold and the types of assets in each, my Model Bucket Portfolios ... by high-quality fixed-income exposure ...

Navigating the intricacies of portfolio management ... portfolios. The model comprehensively emphasizes diversification, historical data, equity exposure, fixed-income duration, and best practices.

ADCB Private and Wealth Management has demonstrated excellent financial growth, commitment to sustainability and digital innovation over the review period.