By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

Asset allocation involves allocating investment portfolios among different asset classes, such as cash, bonds, stocks, derivatives and mutual funds. Small business owners can choose between different ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Asset allocation has been a highly discussed topic since 1952, when Harry Markowitz came up with the Modern Portfolio Theory, ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

The terms strategic and tactical asset allocation are bandied about, sometimes interchangeably – which is wrong. But these investment strategies are different, and research shows that there are ...

Interest in private-market allocations appears to continue its steady ascent in 2025. Historical returns and diversification potential are attracting a wide variety of asset owners, who are accessing ...

When saving for a long-term goal such as retirement, most people invest their money in financial markets, rather than just putting it into a savings account in the bank. Why? Because in the long term, ...