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 ...

Section 1. Purpose. Many wealthy Americans, and Government workers who participate in public pension plans, can invest in, or are the beneficiaries of investment in, a number of alternative assets.

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

Bandhan Multi Asset Allocation Fund crosses Rs 2,700 crore AUM in two years, delivering strong returns. The scheme’s multi-asset strategy spans equities, gold, silver, arbitrage, and fixed income, ...

Explore the advantages of Multi-Asset Allocation Funds (MAAFs) for diversified portfolios, aligning investments with your goals and risk profile.

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 ...

The investment seeks total return greater than that of GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg U.S. Aggregate ...

Asset owners are rethinking their global asset allocation amid a disrupted world order, according to Morningstar’s fourth annual quantitative survey of asset owners. This includes a notable pivot away ...

Picture your grandparents stacking gold coins in a vault. Now picture a millennial tapping a smartphone to buy Bitcoin for their retirement account. That shift isn't just generational preference.