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

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 ...

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

The long-run expected return for the Global Market Index remained above 7% for a third straight month in January, ticking ...

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

With assets under management (AUM) exceeding approximately USD 5 billion, and growing at 35% CAGR, Centrum Wealth has firmly ...

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 ...

Ray Dalio's portfolio fascinates investors worldwide. As founder of Bridgewater Associates, the world's largest hedge fund, he has accumulated immense personal wealth. Dalio's unique strategies ...

Fintel reports that on February 6, 2025, Macquarie upgraded their outlook for Li Auto Inc. - Depositary Receipt () ...

The synced accounts don’t impact your portfolio’s asset allocation recommendations ... We then developed a quantitative model that scored each company to rate its performance across nine ...

Standard Chartered Bank, India, has recognised the fundamental shifts in the management of UHNI wealth and is proactively building its capabilities to cater to this influential segment. With deep ...

The platform will then automatically monitor and rebalance your portfolio to ensure your goals and asset allocation are on ... We then developed a quantitative model that scored each company ...