For the individual investor, analyzing a company’s financial statements often feels like a checklist: What’s the P/E ratio? How high is the debt? Are revenues growing? These are vital questions, but ...

In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...

Capital allocation is where and how CEOs use excess profits. Effective capital allocation increases a firm’s efficiency and maximizes profits for shareholders. Generating free cash flow is important ...

With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major ...

Forbes contributors publish independent expert analyses and insights. I am the Kester and Brynes Professor at Columbia Business School and a Chazen Senior Scholar at the Jerome A. Chazen Institute for ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Natural capital — the forests, farms, rivers and ecosystems our economy depends on — is rapidly moving into mainstream investing. Large institutional investors, from LGPS pools to DC master trusts, ...

We briefly discuss the importance of capital allocation decisions by executive officers. We take a close look at 3M’s capital allocations over the past 10 years. We highlight those that we believe ...

Model portfolios are continuing to gain traction across the industry. With their rise in popularity, the current marketplace is flooded with options. So how can advisors sort through the wide range of ...