Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

BOSTON—While equities continue to dominate portfolios, asset allocation models are increasingly embracing alternatives and flexible mandates—“and these changing views on asset allocation are putting ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Long-term expectations for the Global Market Index (GMI) are holding at a 7%-plus annualized total return, based on data ...

Traditional approaches to asset allocation aren’t cutting it anymore, say the nation’s institutional investors in a survey conducted by Pyramis Global Advisors, a Fidelity Investments company. More ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

SimCorp has launched two Axioma multi-asset class fund allocation models. The Axioma Fund Allocation Model intends to capture fund investment risk through exposures to a curated set of fund and market ...

Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans. The 2006 Pension Protection ...

Like you, I was sitting in my office in fourth quarter of 2008 looking for a safe place from the earthquake of bad news that was pummeling the capital markets. Like you, I was surprised that even my ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...