Using Quantitative Signal Data For Portfolio Management

2025-12-09 04:20:00 ET

The vast majority of asset management companies today use model portfolios. Model portfolios, which surged to a record $7.7 trillion in assets in early 2025, offer a way for advisors to outsource portfolio construction and rebalancing. The proliferation of model portfolio construction for different client profiles is a growing trend driven by efficiency, scalability, and improved client outcomes. Financial advisors are increasingly using these pre-built investment strategies, which can be tailored to meet individual client needs. Construction starts with a systematic and data-driven approach to investment strategies in financial markets. While models provide a standardized framework, they are not a one-size-fits-all solution. Advisors can customize them based on a client’s risk tolerance, financial goals (e.g., income-focused models for retirees), and preferences (e.g., tax-focused strategies)....

Read the full article on Seeking Alpha

For further details see: