Stock and stock fund allocations decreased 0.8 percentage points to 69.4%. Bond and bond fund allocations increased 1.0 ...

Their assets under management (AUM) rose from Rs 1.04 trillion (January 31, 2025) to Rs 1.75 trillion (January 31, 2026), an increase of 68.3 per cent.

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 among multiple “baskets,” giving ...

The Ohio School Employees Retirement System, based in Columbus, has launched an asset-liability study that could include revisiting hedge funds, according to a meeting highlights email.

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

Antelope Enterprise Holdings Limited (NASDAQ: AEHL, or the “Company”), today announced that its Board of Directors has ...

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 ...

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

Both methods have their pros and cons.

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Alternative assets delivered gains as a group in the fourth quarter, reflecting the favorable backdrop for the financial ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...