An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

Rio de Janeiro, BrazilIn light of recent volatility in global markets, Arthur Kingsmere, Global Head of Insurance Asset ...

Rio de Janeiro, BrazilVelthorne Asset Management today released a new institutional strategy paper examining how ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts. Smaller firms often rely on borrowing to fuel growth. Lower financing ...

Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...

CI Global Asset Management (“CI GAM”) today launched the CI Asset Allocation+ ETF Funds (the “Funds”), a suite of low-cost, diversified portfolios with the “plus” of an allocation to non-traditional ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio ...

According to Rakesh Jhunjhunwala, nearly 60% of an investor’s long-term returns come from getting asset allocation right, ...