In the most recent run-up from early 2009 through the end of 2021, this passively allocated 60/40 portfolio delivered about 9 ...

When investors talk about performance, the conversation often skips ahead to returns. But the decision that most shapes your ...

The AAII Asset Allocation Survey has been conducted monthly since November 1987 and asks AAII members what percentage of ...

Learn the best asset allocation by age, from 20s to retirement. See clear charts, rules and expert tips to balance growth and stability. Read on for more: ...

“We found that target-date funds with significantly different asset allocations deliver similar retirement savings outcomes up to age 85. And as the target-date industry matures, we see an increase in ...

Fees are Low compared to funds in the same category. GMO Global Asset Allocation Fund has an expense ratio of 0.12 percent. Risk is Above Average compared to funds in the same category according to ...

While stock selection often gets the most attention, the true driver of portfolio performance is typically asset allocation, with around 90% of variability linked to how investments are distributed ...

CalPERS in March may change its 14-month-old asset allocation to increase its allocation to private markets and decrease its allocation to equities and fixed income, according to a staff presentation ...

Fees are ( (UNHANDLED TYPE: NoneType for 'None')) compared to funds in the same category. Transamerica Asset Allocation Cnsrv Port has an expense ratio of 0.16 percent. Risk is High compared to funds ...

Gold’s glitter may finally be fading, according to Sankaran Naren, Chief Investment Officer at ICICI Prudential Asset ...

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...