Both methods have their pros and cons.

The allocation functionality supports a broad spectrum of asset classes handled by Rival One, including futures, ...

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 ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

As military tensions escalate, investors are seeing swings in commodities, currencies and equities. TD Asset Management's ...

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 ...

Investors are flocking to multi-asset funds, with new 'omni' and fund-of-funds (FoF) variants emerging. These newer offerings ...

Asset allocation is the process of dividing your investments between different asset classes, such as shares, bonds, property ...

The conflict between the US and Iran is reinforcing a growing concern: true wealth diversification is becoming harder to ...

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...