AAC continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly ...

An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

Velthorne Asset Management today released a new institutional strategy paper examining how private capital markets may ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts. Smaller firms often rely on borrowing to fuel growth. Lower financing ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...

According to Rakesh Jhunjhunwala, nearly 60% of an investor’s long-term returns come from getting asset allocation right, ...

No matter the stage of investment journey, the biggest advantage of asset allocation ETFs comes from removing much of the ...

Asset allocation is important for you to explain clearly as an advisor, so your clients fully understand their overall investment strategy. However, taking the somewhat broad topic of asset allocation ...

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

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