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

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 ...

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 ...

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 ...

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 ...

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 ...

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

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 ...

What are multi-asset allocation funds? Multi-asset allocation funds are hybrid mutual funds that invest in at least three ...

We are living in times marked by simmering geopolitical tensions – be it the ongoing Russia-Ukraine war, tensions in the ...

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

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...