Model portfolios offered by asset managers and ... lineup consolidation, strategic asset-allocation adjustments, and trading frequency. For example, an advisor may want to add an index exchange ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market ...

For investors, learning how to create a successful bond portfolio ... can use simple bond allocation strategies to gain an advantage over fund managers. There are five asset classes for fixed ...

Nasdaq Fund Network (NFN) brings both transparency and distribution power to the growing models and managed accounts community. The NFN platform provides managers of model portfolios, separately ...

Jot down what your spending looks like in a typical month, including costs for housing, food, medical care, insurance, ...

In the new paper, the institute examines various alternatives to the current endowment model, including the Canadian model, ...

According to Conning’s annual insurance investment risk survey, insurance investors are far less concerned about inflation than in recent years and are piling into private assets.

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

The security selection model incorporates standard ... strategic benchmark, asset allocation, security selection, and portfolio construction and risk management. Nine dedicated research analysts ...

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?