Asset allocation is important for you to explain clearly as an advisor, so your clients fully understand their overall investment strategy. However, taking the somewhat broad topic of asset allocation ...

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 ...

On March 30, the Department of Labor proposed its long-awaited Investment Selection Rule, which outlines a “non-exhaustive list of six factors for a plan fiduciary to objectively, thoroughly, and ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Technology is driving greater financial access, enhanced product diversification, and the ability to design portfolios with specific outcomes. While equities and fixed income will always dominate due ...

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...

Traditional equity research holds that most of a portfolio's asset allocation explain its returns: Namely, how much is in specific investment styles – small-capitalization stocks, large-cap stocks, ...

New mutual fund category will follow a predefined asset allocation glide path, gradually shifting from equity to debt and ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

In the investment management world, performance has never been difficult to publish. However, explaining it convincingly has become one of the defining challenges of US asset management in the modern ...