model

J.P. Morgan and 55ip partner to deliver tax-efficient access to model portfolios (NYSE:JPM)

J.P. Morgan Asset Management and 55ip collaborate to provide advisors with the ability to easily and efficiently transition clients into J.P. Morgan model portfolios using 55ip’s automated tax technology.

“As the adoption of models continues to gather steam, our partnership with 55ip will make it easier for advisors to transition to diversified model portfolios in a tax-efficient manner so they can focus on building their business and helping clients achieve their goals,” said Andrea Lisher, Head of Americas Client, J.P. Morgan Asset Management. “This new platform is testament to our continued focus on harnessing best-in-class technologies to improve the advisor experience and solve client needs.”

Press release

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Tapping Model Portfolios to Mitigate Currency Risk

With the dollar weakening, hedging risk may not be the top priority for many advisors, but that doesn’t mean that risk is off the table.

The right strategies, such as the Developed International Model Portfolio, which is part of WisdomTree’s Modern Alpha lineup of model portfolios, can help advisors properly position equity sleeves for clients seeking reduced currency risk.

“This model portfolio is designed for investors with a long-term horizon looking for exposure to a broad universe of Developed International equities primarily using factor focused ETFs,” according to WisdomTree. “The selected ETFs provide certain factor tilts that have the potential to generate excess return relative to comparable cap-weighted benchmarks over longer-term holding periods. The strategies may use both WisdomTree and non-WisdomTree ETFs.”

Historical data confirm ignoring currency fluctuations introduces another layer of risk to portfolios.

“The reality is that unhedged international strategies carry a second layer of risk and exposure

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Stockal to Offer Global X’s Thematic ETF Model Portfolios to Empower Indian Investors

 Stockal to Offer Global X's Thematic ETF Model Portfolios to Empower Indian
                                  Investors

  PR Newswire

  MUMBAI, India, Sept. 29, 2020

MUMBAI, India, Sept. 29, 2020 /PRNewswire/ -- Stockal, India's leading
platform for global investments, announced today that they will begin offering
its investors access to a variety of Global X's ETF model portfolios on the
Stockal platform. Global X ETFs, a New York-based exchange traded funds (ETFs)
provider offers a range of model portfolios that include exposure to high
growth disruptive themes, and are tailored to meet certain levels of risk
tolerance. The addition of the Global X's strategies will help Stockal
strengthen its product 'Stacks' which at present consists of various options
like 'Thematic Stacks', 'Expert Stacks', 'Risk-adjusted Stacks' and 'Industry
Stacks'.

Commenting on the development, Vinay Bharathwaj, Founder and Executive
Chairman, Stockal, says, "Stockal is creating an entire ecosystem where Indian
investors can trade skillfully and make informed 
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Use WisdomTree’s Model Portfolios to Ward off Inflation

Advisors looking to protect client portfolios against the ravages of inflation should consider strategies beyond Treasury Inflation Protection Securities (TIPS). For example, some model portfolios offer a unique blend of equity, fixed income and alternative assets that can bolster inflation protection.

WisdomTree offers a series of model portfolios with endowment-style strategies that can help advisors deploy alternative assets while mitigating risk.

“Endowment is a reference to including non-traditional assets in addition to stocks and bonds, similar to a strategy that many endowments employ. The strategies may use both WisdomTree and non-WisdomTree ETFs. It typically includes U.S. and international equity and fixed income funds, along with different types of alternative strategies,” according to WisdomTree.

There are some indications this model portfolio is a relevant consideration today.

“While the overall economic environment probably points to inflation remaining low, there are still pockets of inflation here and there. Supply-chain disruptions and plant closures

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