Diversification is crucial, but rebalancing is essential to maintain your desired risk level and avoid unintended high-risk ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions.

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

In the new paper, the institute examines various alternatives to the current endowment model, including the Canadian model, ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation? Her ...

Some investors try to mix strategic and tactical allocation with an approach called ‘Core/Satellite’.

Debt instruments, in contrast, bring stability and predictability to a portfolio. They offer consistent returns and act as a ...

Capital market assumptions (CMAs) are crucial for guiding long-term investment strategies and help investors make informed ...

Real estate and infrastructure investments are another avenue for capital preservation. Infrastructure assets, in particular, generate steady cash flows through long-term, index-linked contracts or ...

Capital, the fintech driving the alternative investment marketplace for wealth and asset management industries, announced ...