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

Rio de Janeiro, BrazilVelthorne Asset Management today released a new institutional strategy paper examining how ...

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 ...

Learn how comprehensive tax allocation reconciles tax and financial reporting, uncovering discrepancies in income, expenses, ...

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 ...

Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.

Rio de Janeiro, BrazilIn light of recent volatility in global markets, Arthur Kingsmere, Global Head of Insurance Asset ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

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, ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Chirag Muni of Anand Rathi Wealth emphasizes goal-based investing and disciplined SIPs for building resilient portfolios in ...