When stocks and bonds move in the same direction, where else can investors look for diversification? See how liquid alternatives can offer differentiated return streams and the role they can play in model portfolios. Explore our latest thinking on incorporating liquid alternatives into models here: #AssetAllocation# #ModelPortfolios# #Alternative#

"Advisors shouldn't have to run crypto as a separate book." — @RunikM, Co-Founder and Co-Head of @viseinc Bitwise crypto model portfolios are now available to the hundreds of wealth firms and 135,000+ accounts on the Vise platform, where they sit inside the same portfolio as a client's equities, fixed income, and alternatives, rebalanced on the same schedule and under the same tax discipline. Excited to help Vise and their clients access crypto’s opportunities in a thoughtful and scalable way.

BLACKROCK AND ONDO FINANCE JUST ANNOUNCED A NEW PARTNERSHIP Blackrock $BLK just announced it has built 3 investment portfolios that will trade as digital tokens The portfolios will be tokenized by Ondo Finance The new portfolios will be the first BlackRock has designed to be tokenized by another firm Ondo is launching seven tokenized model portfolios today, including the three from BlackRock: high-income, diversified growth and high-growth. The BlackRock portfolios will hold a mix of stock, bond and bitcoin ETFs depending on their profile. Ondo will issue a token tracking each of the portfolios. As investors buy them, self-executing software automatically buys shares in the underlying ETFs that make up the portfolio. The model portfolios will initially be available to non-U. S. investors, who won’t have direct shareholders rights in the underlying securities held. Investors will be able to borrow against their tokens, transfer them and trade them 24/7. (Source Bloomberg)

As personalization becomes an increasingly important part of serving high-net-worth clients, advisors are looking for ways to deliver tailored investment solutions at scale. Our latest article explores how model portfolios and custom models can help advisors deliver more personalized investment strategies while scaling their practice. Read more:

Most advisors don't need a different investment philosophy for every client. The opportunity may be keeping a consistent investment framework while personalizing implementation through solutions like custom model portfolios, SMAs, private markets, and tax-aware strategies. Our latest insight explores how to personalize HNW portfolios consistently at scale. Read more:

Models can help advisors spend less time managing portfolios and more time focused on client goals and scaling their practice. Explore how advisors are putting models to work ⏩ #financialadvisor# #investing# #modelportfolio#

Why $WALL3 is still under the radar & imo an extremely undervalued token ; When they launched there was no info on how the token would accrue value & no real timeline on when the treasury would open Robinhood pushes for RWA & agentic trading. @Wall3_RL does both. And they literally require the onchain stock liquidity/infrastructure to improve in order to get their fund onchain. Uniquely aligned goals with @vladtenev @RobinhoodCrypto There are so many external treasuries farming yield/sitting in stablecoins or more recently, idle in onchain stocks. Isn’t it more interesting to direct funds to the first hedge fund onchain? Or just anyone. Run it non custodially in your own wallet. Because that’s what it is. The first onchain hedge fund, doxxed team (founders sold company before & worked at multi billion asset management firms), do your research into them From their disclaimers you can see they are being serious about legal compliance, and from their timing/what they’ve presented so far you can assume they’ve been working on this quite some time. Literally frontrunning everyone. A couple days ago, they released a paper on the utility of their token & here’s a TLDR on it 👇 — How much of the fees go to buybacks The lever is the "support share" (σ): •100% at launch. Every dollar of fee cash left after direct costs goes to buying $WALL3 on the open market and burning it. •Steps down to a floor of 50% over three years — but only once FDV passes $100M or TVL passes $50M, and never before October 2030. On the paper's own modelled path the step-down starts October 2030. •Fees are always charged in USDC, never in the token. Anything a customer chooses to pay in $WALL3 (10% discount) is burned directly, on top of the buyback. •Execution cap: purchases are limited to 25% of daily volume. Whatever the cap can't absorb goes into the pool as protocol-owned liquidity until depth hits 5% of FDV, then it also goes to buybacks. •Governance: holders of the access deposit are "intended" to govern share, floor, trigger and cadence so the parameters can change. The pitch: five fee-generating businesses (own treasury, partner wallets, model portfolios, research seats, a trade-time intelligence API, plus a pooled access vault), all charging traditional hedge-fund style fees ; 1.5% + 10–15% above a high-water mark, or 0.75% + 10% over the S&P for the long-only portfolios. All fees in stablecoins, all routed through one rule into buying and burning the token. The token's job is access: hold 2% of your tracked capital in $WALL3, or pay a 0.5%/yr pass instead. The headline model: $200k of seed treasury in October, modelled TVL of $944M by 2031 and $6.4B by 2036, with $11M and $70.9M of buybacks in those years. —- Not saying they will reach these numbers but even if its a fraction of it, the current price makes $WALL3 seem extremely undervalued to me 2.5M FDV, under 20% of that is circulating I will personally (high likelyhood) park 50-100k in the fund myself

LONG-TERM TREASURIES HAVE AVERAGED A NEGATIVE 6.7% ANNUAL RETURN OVER THE PAST FIVE YEARS That is the 20+ year part of the bond market, per CNBC. The 7-10 year portion averaged a decline of 1% over the same stretch. Bonds were supposed to be the safe half of a portfolio. When stocks dropped, bonds were supposed to hold up and cushion it. For five years they have not, and people sitting on big stock gains now have nowhere obvious to put money that feels safe. The average bank account pays under 1%. Where the money went in July was ultra-short bond funds, $12.8 billion of it. Those funds lend for less than a year at a time, so when rates move they barely get hurt, which is the whole reason a long bond can lose money while a short one does not. They also pay a little more than a money market fund. Roughly three quarters of a percentage point to a full point, according to Brookwood CIO Christopher Coolidge, whose model portfolios went from about 2% cash in June to 5% now. StraightLine CEO Mike Bisaro warned against taking it too far. "The problem with going completely to cash is that you've introduced the element of timing to your portfolio." Once you sell, you have to be right twice, and nobody knows when to get back in.