Model Adoption News Today

Well, this has been an interesting year, hasn’t it? Many investors have not had the “opportunity” to experience a year like this in their professional lives unless they were around for 2000–2001 or 2008–2009.

Most advisors are familiar with the concept of “core/satellite” portfolio construction (sometimes referred to as “core and explore”), but let’s define terms, so we are working from a similar framework.

A little over a year ago, WisdomTree launched its Short Duration Fixed Income Model Portfolio. Given the Fed’s current rate hike regime and the corresponding rise in short-term rates, it is time to revisit it.

/PRNewswire/ -- The "European and North American Agency Sales Model in PV Retail Growth Opportunities" report has been added to ResearchAndMarkets.coms...

This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, please inquire with your financial professional.

Roughly one year ago, we wrote a blog post summarizing the various WisdomTree Model Portfolios and how they are built and managed to address multiple investor objectives.