Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market ...

Asset allocation is key to balancing risk and reward in investing. Diversify across asset classes, align with financial goals ...

Establishing a baseline exposure to EM and then tactically deciding whether to be overweight or underweight from that reference point is a popular approach to EM asset allocation.

Launched in 2021, the SBI Balanced Advantage Fund is an open-ended dynamic asset allocation fund that diversifies its ...

Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity ...

Epstein noted that Mercer and Callan have been constructing target-date funds with alts for a number of years, and that the ...

Dynamic asset allocation funds refer to the schemes which invest in equity & debt that is managed dynamically i.e., 0 to 100 ...

Public equities performed strongly in 2024, driven primarily by U.S. large-cap growth assets. That created some imbalances in ...

Gold's price typically increases during periods of high inflation, geopolitical uncertainty, or even an equity market ...

In the new paper, the institute examines various alternatives to the current endowment model, including the Canadian model, ...

Capital market assumptions (CMAs) are crucial for guiding long-term investment strategies and help investors make informed ...