What Are Asset Allocation Funds? Definition, Types, and Examples

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

A Decade of Fundamentals-Based Insights: Research Affiliates Showcases the Accuracy of Their Asset Allocation Interactive CMEs Tool

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...
Hosted on MSN

Strategic Asset Allocation

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 ...
Forbes

Asset Allocation: A Vital Strategy For Your 50s

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...
Institutional Investor

Active Asset Allocation for Endowments and Foundations

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 ...
GOBankingRates on MSN

Asset Allocation by Age: How Does It Affect Retirement?

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions ...
Nasdaq

Asset Allocation: It’s Far More Important Than Stock Picking

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 ...
Seeking Alpha

In Defense Of Adaptive Asset Allocation

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 ...
Morningstar

Pre-Retirees: Is Your Asset Allocation Too Aggressive?

Christine Benz: This is just a look at our X-Ray functionality, looking through a portfolio. You can see in the case of this particular portfolio, it’s very heavily tilted toward stocks, U.S. stocks ...
Forbes

Asset Allocation And Your Portfolio

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...
ConsumerAffairs

What is asset allocation?

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...