Skip to Content

A Framework for Evaluating Income-Oriented Model Portfolios

The search for consistent income without courting higher volatility has gotten harder over the past decade. Safe-haven investments, like bonds, offer a fraction of the income they did prior to the 2007-09 global financial crisis.

To reduce volatility, asset-allocation managers have been combining multiple higher-yielding asset classes into a single portfolio. In this report, we analyze income-oriented model portfolios' risk management, income reliability, and share our top picks.

Share this page

Research Library A Framework for Evaluating Income-Oriented Model Portfolios...

What's Inside

  • An analysis of the solution income-oriented model portfolios provide investors
  • The types of model portfolios that have more income volatility
  • An examination of the framework we applied to measure the stability of a portfolio's income

Get the Report