Your approach to investing should evolve as you do. The right asset allocation by age helps balance growth, stability and income — whether you’re in your 20s or already retired. In simple terms, ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

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 ...

How much money should you put into stocks? A popular asset allocation by age model invites investors to let their age guide their investments. As the theory goes, younger investors should put more of ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

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 ...

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 ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

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.

SimCorp has launched two Axioma multi-asset class fund allocation models. The Axioma Fund Allocation Model intends to capture fund investment risk through exposures to a curated set of fund and market ...