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 ...

The SEC’s recent order instituting administrative and cease-and-desist proceedings (OIP) against registered investment advisers Two Sigma Investments LP and Two Sigma Advisers LP illustrates ...

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, ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

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 ...

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 ...

YOUNGSTOWN, Ohio--(BUSINESS WIRE)--Dynamic Portfolio Strategies (DPS), a leading investment research company and provider of algorithmic investment models, today announced the integration of its model ...

Quantitative finance continues to debate the reliability and limits of model-driven investment strategies. Read more here.

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” ...