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, ...

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 ...

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 ...

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 ...

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 ...

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.

Asset allocation is the composition of your investment portfolio across different asset types and classes, such as stocks and bonds. Stocks and bonds are two headlining ingredients in a successful ...

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 ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

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 ...