An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

AAC continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts. Smaller firms often rely on borrowing to fuel growth. Lower financing ...

Velthorne Asset Management today released a new institutional strategy paper examining how private capital markets may ...

No matter the stage of investment journey, the biggest advantage of asset allocation ETFs comes from removing much of the ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio ...

According to Rakesh Jhunjhunwala, nearly 60% of an investor’s long-term returns come from getting asset allocation right, ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

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.

Market jitters are a sign that investors are anxious about the state of the economy and that the stock market could be ...