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 ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

BOSTON—While equities continue to dominate portfolios, asset allocation models are increasingly embracing alternatives and flexible mandates—“and these changing views on asset allocation are putting ...

Independent wealth management firm Sumnicht & Associates, LLC, announced the availability of iSectors Post-Modern Portfolio Theory (Post-MPT) asset allocation models. The model is available for ...

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 ...

Typical asset allocation models were created during a time when bond yields averaged 5% and stocks returned roughly 9%. With that data in mind, a 60% stock, 40% bond portfolio would yield an annual ...

Global research and consulting firm Cerulli Associates has identified more than 150,000 advisors (representing $5.8 trillion in total client assets) who could benefit from embracing model portfolios ...

BlackRock, the world’s largest asset manager, is registering its flagship Target Allocation ETF model portfolios on the Nasdaq Fund Network (NFN), paving the way for asset managers to provide greater ...

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 ...

BOSTON-A chorus of revolutionaries convinced that traditional, growth, value and blend style-dominated asset allocation needs to be replaced by strategic, tactical allocation was quite vocal at ...

Financial advisers have to understand that traditional tools for managing money don't work anymore, said popular author and newsletter publisher John Mauldin. "It's the end of the debt supercycle [and ...