Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset ...

Asset allocation is important for you to explain clearly as an advisor, so your clients fully understand their overall investment strategy. However, taking the somewhat broad topic of asset allocation ...

If equity, debt, and gold all underperform together during severe market stress, diversification benefits for multi -asset ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

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

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across ...

Traditional equity research holds that most of a portfolio's asset allocation explain its returns: Namely, how much is in specific investment styles – small-capitalization stocks, large-cap stocks, ...

Asset allocation has been a highly discussed topic since 1952, when Harry Markowitz came up with the Modern Portfolio Theory, ...

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 ...

The OCIO Solutions team at State Street Global Advisors (SSGA) manages over $150 billion in discretionary assets for their clients, making them one of the largest outsourced investment providers ...

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 ...

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...