Asset allocation is one of the most important decisions that an investor makes. A range of studies have shown that the majority of portfolio performance is determined by your allocation into various ...

Independent wealth management firm Sumnicht & Associates, LLC, announced the availability of iSectors Post-Modern Portfolio Theory (Post-MPT) asset allocation models. The model is available for ...

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 ...

Traditional approaches to asset allocation aren’t cutting it anymore, say the nation’s institutional investors in a survey conducted by Pyramis Global Advisors, a Fidelity Investments company. More ...

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 ...

BOSTON-A chorus of revolutionaries convinced that traditional, growth, value and blend style-dominated asset allocation needs to be replaced by strategic, tactical allocation was quite vocal at ...

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 ...

Global research and consulting firm Cerulli Associates has identified more than 150,000 advisors (representing $5.8 trillion in total client assets) who could benefit from embracing model portfolios ...

Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans. The 2006 Pension Protection ...

Financial advisers have to understand that traditional tools for managing money don't work anymore, said popular author and newsletter publisher John Mauldin. "It's the end of the debt supercycle [and ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...

By incorporating OpenAI-powered LLM tooling into its research and analytics stack, EMJX aims to strengthen multi-cycle ...