Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

Multi-asset allocation funds deliver strong returns in 2025 as gold and silver rally, AUM jumps 59%, and investors seek ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across ...

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, which examines how financial ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

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 ...

The OCIO Solutions team at State Street Global Advisors (SSGA) manages over $150 billion in discretionary assets for their clients, making them one of the largest outsourced investment providers ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...