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 ...

Discover how to balance stocks, bonds, and cash in your portfolio to align with your financial goals and risk tolerance for optimal returns over time.

Your asset allocation is a key decision you need to make as an investor, and this rule makes it easy to decide. Here's how it works.

The Prudent Investor Rule compels trustees to consider diversifying assets. To help them, trustees use asset allocation models. Yet many of these models fall short when it comes to evaluating ...

Portfolio diversification remains the cornerstone of sound investing. Today’s tech-driven and hyperconnected world provides approaches beyond traditional asset allocation. In the digital age, new ...

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 ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...