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 ...

In the most recent run-up from early 2009 through the end of 2021, this passively allocated 60/40 portfolio delivered about 9.4% real, about twice the long-run average. Today, following the fastest ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

Traditional asset allocation could be defined as offering strategic allocations covering the five to six major asset classes and typically offering three to six client asset mixes with different ...

Asset allocation is typically sold as a simple stocks-versus-bonds split, but there is much more to it than that if you want an effective result. Bhanu Singh points to a whole series of decisions to ...

The OCIO Solutions team at State Street Global Advisors (SSGA) manages over $150 billion in discretionary assets for their clients, making them one of the largest outsourced investment providers ...

Finding the right balance between these asset classes is one of the keys to successful long-term investing. But how to determine the right asset allocation for you is a question that can quickly send ...

Equal weight asset allocation is such a simple idea that has been used in many portfolios for retirement investments. Last time, we published a newsletter titled as July 18th 2011: Equal Weight or Not ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions ...