A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Today’s field service and asset managers understand the challenges of running a large and complex workforce and asset portfolio. The ability to drive continuous improvements is essential to success.

This working paper inaugurates the "Technology Fundamentals for Digital Finance" series, concentrating on the technical aspects of financial Digital Assets. The series aims to facilitate the use of a ...

Assets under management in model portfolios clocked in at $3 trillion during the first quarter, a 16% drop compared with the fourth-quarter of 2019 as the selloff related to COVID-19 racked the ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...

Suggested Citation: "Appendix C - Glossary." National Academies of Sciences, Engineering, and Medicine. 2023. Lifecycle BIM for Infrastructure: A Business Case for Project Delivery and Asset ...

In Part 1 of ISO 19650, BIM is defined as the “use of a shared digital representation of a built asset to facilitate design, construction, and operation processes to form a reliable basis for ...