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?

Learn about the recent changes in stock, bond, and cash allocations, and how they can impact your financial portfolio. Click ...

So when I'm thinking about top-down asset allocation, right now, we're tilting overweight to stocks. We're neutral on fixed-income assets, and we're a little bit underweight cash. And we can break ...

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?

The Aditya Birla Sun Life Multi Asset Allocation Fund Regular Growth has an AUM of 3690.95 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an ...

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%.

The team can shift the equity allocation up to 10 percentage points ... Kowalske has been with the firm since 2014 and the multi-asset group since 2018. His background in risk management ...

Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our ...