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 ...

Traditional asset allocation could be defined as offering strategic allocations covering the five to six major asset classes and typically offering three to six client asset mixes with different ...

In the most recent run-up from early 2009 through the end of 2021, this passively allocated 60/40 portfolio delivered about 9.4% real, about twice the long-run average. Today, following the fastest ...

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 ...

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 ...

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 ...

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

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 ...

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 ...

Strategically allocating your investments across different asset classes is the best way to balance risk and reward. It helps you optimize your portfolios for growth and stability while reducing ...

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 ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability and build portfolios that can perform consistently across market cycles Every journey ...