Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

In volatile time such as present, you cannot be putting all your eggs in one basket. Year 2025 is a challenging year for equity markets, and thus Asset Allocation is the key.

Asset allocation is key to balancing risk and reward in investing. Diversify across asset classes, align with financial goals ...

As markets navigate a challenging landscape, George Smith, Portfolio Strategist for LPL Financial, is advocating a ...

Multi-asset funds diversify their portfolios across different asset classes – domestic equities, foreign equities, debt, real ...

For the first time in a quarter century, the S&P 500 Index turned in back-to- back calendar year returns greater than 20%. Read more here.

Capital market assumptions (CMAs) are crucial for guiding long-term investment strategies and help investors make informed ...

Morningstar* last week advised that tactical asset allocation funds “failed—again.” That sounds ominous for this class of strategies, but a closer review suggests it’s misguided to pull ...

The State Teachers Retirement System of Ohio (STRS Ohio) is seeking a Director, Asset Allocation and Strategy Investments to join the Investment/Management team. Nearly two-thirds of STRS Ohio’s ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and ...