Asset allocation is one of the most important decisions you will make when it comes to investing, in addition to the decision to just get started. Still, many investors don’t do asset allocation ...

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 ...

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

It’s also important for individual ... investor can use simple bond allocation strategies to gain an advantage over fund managers. There are five asset classes for fixed-income investments ...

S Naren, CIO at ICICI Prudential AMC, advises focusing on bank fixed deposits, debt mutual funds, and office spaces due to ...

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?

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

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 ...

Debt instruments, in contrast, bring stability and predictability to a portfolio. They offer consistent returns and act as a ...

Walter Graham has introduced several key initiatives to enhance asset allocation management in investment portfolios. These include: Dynamic Portfolio Adjustments: Implementing real-time monitoring ...