Finding the right balance between these asset classes is one of the keys to successful long-term investing. But how to determine the right asset allocation for you is a question that can quickly send ...

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

Asset allocation is a very important part of creating and balancing your investment portfolio. After all, it is one of the ...

Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

I met a woman who asked me to review her 401(k) portfolio. She was worried about how she had allocated her contributions. I wasn't going to tell her where to put her money. She said she just wanted my ...

For decades, as you’ve saved for retirement, you’ve likely heard one term repeated constantly: asset allocation. This is the familiar strategy of balancing risk and return, typically by mixing assets ...

Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results. When advising a client to commence an account based pension, many ...

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 ...

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 ...