Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Diversification of returns across primary asset classes can support a client through the ups and downs of markets and ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

ON COMPASS+ has reviewed the target asset allocation for the MSV Global Asset Allocation Fund (hereinafter referred to as ...

How much cash do you have in your portfolio? While conventional wisdom suggests limiting the size of your cash position, a recent study from Dalbar calls for holding enough cash and cash equivalents ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Asset allocation means the mix or range of investments you hold in a portfolio. It's one of the most basic investing terms to know and also one of the most important. Choosing the best asset ...

When building a portfolio, perhaps nothing is as important as asset allocation. Figuring out what asset classes, such as stocks or bonds, and what percentages to own are key to making sure financial ...

Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...