Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Some investors try to mix strategic and tactical allocation with an approach called ‘Core/Satellite’.

What we've seen over the course of the last several months prior to 2025 is a decrease in correlation between equities and fixed income. Within fixed-income portfolios, we're positioned a little bit ...

Multi-asset allocation funds are investment vehicles or asset classes that diversify across various different asset classes.

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? Her ...

You choose the path which you are capable of walking. If a small person tries to run with a tall person, he will either ...

Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio ...

As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most ...

One defensive tactic for protecting portfolios is the use of exchange-traded funds designed to outperform in challenging ...

Final asset-allocation decisions fall on managers Brett ... However, investors have had to stomach elevated volatility. For example, the Conservative fund’s standard deviation of 7.1 over ...

For example, the fund has roughly 20% allocated ... He works closely with the firm’s fixed-income analysts and sits on both the asset-allocation and fixed-income research committees.