Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.
The rapid appreciation of the largest U.S. stocks has shifted the asset allocation playing field in ways that aren’t widely recognized. Many fewer companies now meet the conventional definition (used ...
Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...
Maintaining a stable and secure income is an essential financial priority for retirees. Risks such as inflation, stock market fluctuations and unexpected expenses can pose threats to retirement ...
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 ...
Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...
It might make sense for hedge funds to buy traditional asset managers. When Citigroup sold off its asset management arm to Legg Mason last year, leaving the focus on its separate alternatives business ...
TORONTO--(BUSINESS WIRE)--CI Global Asset Management (“CI GAM”) today launched a new suite of asset allocation mutual funds, providing Canadian investors with a selection of expertly constructed, ...
The fund underperformed its benchmark, the Index Asset Allocation Blended Index, during the second quarter. The fund's stock allocation performed in line with the S&P 500 Index, while the fixed income ...