Many advisors who grew up in this industry were taught to look at asset allocation in a pretty standard way: What’s the client’s risk tolerance? And based on that, how much exposure should they have ...

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 ...

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 ...

Is your stock-bond mix driven primarily by your age? If so, it may be worth reconsidering. Most investors are taught that age determines asset mix. Formulas such as "100 minus your age" (or the newer ...

In a conversation with Zee Business, mutual fund expert Vishwajeet Parashar and Rushabh Desai, Founder of Rupee with Rushabh ...

Allspring Index Asset Allocation Fund underperformed its benchmark, the Index Asset Allocation Blended Index, during Q4. Read ...

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?

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s 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 ...

BOSTON--(BUSINESS WIRE)--State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), announced today in partnership with Bridgewater Associates, the launch of ...