An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

CI Global Asset Management (“CI GAM”) today launched the CI Asset Allocation+ ETF Funds (the “Funds”), a suite of low-cost, diversified portfolios with the “plus” of an allocation to non-traditional ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts. Smaller firms often rely on borrowing to fuel growth. Lower financing ...

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

With the rise of alternate asset classes, investors have a choice across large cap funds and hybrid funds like multi cap funds. While large cap funds are pure equity funds with focus on the large cap ...

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 ...

No matter the stage of investment journey, the biggest advantage of asset allocation ETFs comes from removing much of the ...

Dominic McCormick takes a look at alternative investments and what they mean for investors. The industry press recently reported the comments of Schroders’ head Greg Cooper from an investment ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...

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 ...

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio ...

A high-level committee has been formed to review and modernise the pension investment framework, focusing on diversification, ...