By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

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 ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Allspring Index Asset Allocation Fund beat its benchmark in Q3 2025 through effective tactical positioning. Review the ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...

The fund uses two levels of asset allocation among stocks, bonds and other asset classes as determined by subadvisor GMO’s asset allocation team. The fund has been managed by Ben Inker since 1996 and ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

If you recently retired or are planning to, you likely have questions about how to position your investments going forward. Conventional wisdom suggests investors should change their asset allocation ...

According to Niharika Tripathi of Wealthy.in, gold and silver emerged as key performance drivers this year. Silver posted near triple-digit gains in India, while gold delivered strong returns, ...