Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans. The 2006 Pension Protection ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

With the Federal Reserve cautiously navigating rate cuts and inflation remaining sticky, the macro environment suggests ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

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

Typical asset allocation models were created during a time when bond yields averaged 5% and stocks returned roughly 9%. With that data in mind, a 60% stock, 40% bond portfolio would yield an annual ...

The Global Market Index (GMI) remains on track to generate a 7%-plus annualized total return for the long-run outlook, based on data through October.

SimCorp has launched two Axioma multi-asset class fund allocation models. The Axioma Fund Allocation Model intends to capture fund investment risk through exposures to a curated set of fund and market ...

Jackson National Life Insurance Co. is continuing to invest in what it touts as a big differentiator in the variable annuity space: flexible asset allocation for advisers. The Lansing, Mich.-based ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Financial advisers have to understand that traditional tools for managing money don't work anymore, said popular author and newsletter publisher John Mauldin. "It's the end of the debt supercycle [and ...