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 ...

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

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 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.

Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results. When advising a client to commence an account based pension, many ...

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 ...

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 ...

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 ...

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 ...