Robo-advisers are all the rage. A robo-adviser is software – usually a website or an app on a mobile device – that provides financial advice or performs portfolio management online with minimal human ...

The Report argues that in an era of persistent macro uncertainty, the core objective of wealth management is shifting from maximizing short-term returns to preserving long-term certainty. Noah's CIO ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

Asset allocation is the foundation of smart investing. It refers to how an investor divides their money across different asset classes—such as equities, debt instruments, gold, and cash—based on their ...

The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...