Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

The Prudent Investor Rule compels trustees to consider diversifying assets. To help them, trustees use asset allocation models. Yet many of these models fall short when it comes to evaluating ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

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 ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio ...

With DOGE moving into the background, the case for future inflation in the U.S. has been solidified. My Model Asset Allocation outlined in prior articles should serve investors well if the inflation ...

Traditional asset allocation models have reached their ‘use-by date' and are no longer guaranteed to perform in the current economic climate and should be abandoned in favour of models that use ...

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

Portfolio optimisation and asset allocation strategies have evolved into sophisticated tools for managing financial risks while striving for superior returns. Recent advancements integrate classical ...

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 ...