Track the latest asset allocation shift: stocks down to 70.2%, bonds up to 15.4%, cash at 14.4%. Click here to read all about the most recent results.

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

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

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...

Investing success depends far more on how money is allocated than on picking the “right” stocks, said First Global founder Devina Mehra, warning investors against risky extremes and ...

Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.

Investing in stocks is one of the greatest ways to build long-term wealth available to ordinary Americans. Despite the long-term benefits, stock investing carries several risks that make it a bad idea ...

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?

Rio de Janeiro, BrazilVelthorne Asset Management today released a new institutional strategy paper examining how ...

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 ...

Discover DSP Multi Asset FoF, a tax-efficient investment fund targeting top equity schemes through strategic asset allocation and expert insights.

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio construction, risk assessment, and scenario analysis to build more resilient ...