The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...

Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results. When advising a client to commence an account based pension, many ...

Maintaining a balanced portfolio helps manage risk and reach your investing goals Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a ...

WASHINGTON, Aug. 3-- The Investment Company Institute issued the following news release: The asset allocations of 401(k) retirement plan savers in their twenties at the end of 2015 differed ...

What Are Multi-Asset Funds? How Do You Benchmark Multi-Asset Funds? Benchmarking Multi-Asset Funds Through the Morningstar Target Allocation Index Family After the global financial crisis of 2008, ...

Another way to think about asset allocation is to compare it with a house. No matter how much you love French doors, or gold-tipped faucets, or breathtaking skylights, these things are not even 1% as ...

Multi-asset funds provide exposure to a diverse range of asset classes, offering a high degree of diversification typically associated with institutional investing. These funds may invest in a range ...