Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.
The latest Family Office Quarterly 2025 report offers critical insights into the macroeconomic environment, investment ...
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’.
Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio ...
Consistency is Key: Over time, whether an investor starts at the top or the bottom of the market cycle, the percentage ...
Ajibola Joshua Ajayi, CFA, has been standing at the forefront of sustainable investment, energy finance, and strategic capital allocation. With ...
Contributing even further to the hike in fixed-income assets this year and last year were significant changes in asset allocation. No plan had a more significant change than the $54.5 billion ...
The Bandhan Multi Asset Allocation Fund Regular Growth has an AUM of 1814.32 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.99%.