Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

Discover how to balance stocks, bonds, and cash in your portfolio to align with your financial goals and risk tolerance for optimal returns over time.

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 ...

The rise of model portfolios is undeniable. Based on the universe of model portfolios reported to Morningstar, nearly 800 individual model portfolios were launched since 2019. That’s almost one third ...

If you believe the next 10 years of investing will be just like the last, and that the same relationships among assets and strategies will work for your portfolio, no need to read any further. However ...

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 ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...

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 ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

Portfolio diversification remains the cornerstone of sound investing. Today’s tech-driven and hyperconnected world provides approaches beyond traditional asset allocation. In the digital age, new ...

Traditional asset allocation models have reached their ‘use-by date' and are no longer guaranteed to perform in the current economic climate and should be abandoned in favour of models that use ...