Within US equities, the AI/momentum pause and broader US stock market performance benefited portfolio results for the quarter. Read more here.

Portfolio optimisation and asset allocation strategies have evolved into sophisticated tools for managing financial risks while striving for superior returns. Recent advancements integrate classical ...

Pune, Sept. 11-- Bajaj Allianz Life, one of the leading private life insurers in India, launches a unique fund proposition in the ULIP segment today. Bajaj Allianz Life's Dynamic Asset Allocation Fund ...

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...

Key Takeaways In a 2025 survey of over 1,000 investors, about 86% of high-risk retirees failed to meet a basic asset ...

The investment seeks long-term total return. The fund's manager employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by ...

Fund is first to offer a GMO Asset Allocation strategy in ETF vehicle BOSTON--(BUSINESS WIRE)-- GMO, a global investment manager known for its long-term, valuation-oriented strategies, today announced ...

In the dynamic world of investing, market cycles are inevitable. From economic booms to downturns, bull runs to bear markets, navigating these cycles requires more than just patience. It demands a ...

The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains. Industry practice for much of the past 60 years ...

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 ...

Over the past 48 months, global markets have experienced volatility driven by the Fed’s tightening monetary policy, evolving geopolitical issues and broader macroeconomic factors. This has created a ...