Traditional investments like FDs and RDs offer stable returns but often fail to keep up with inflation, eroding real wealth.

Additional resources are welcome as the team’s range of mandates, which includes $12.5 billion across asset allocation, target-date, and direct-indexing strategies, made for a heavy workload.

Definition: Asset allocation is an investment strategy by which an investor or a portfolio manager attempts to balance risk versus reward by adjusting the percentage of amount invested in an asset of ...

On January 23, 2025, the Hubbis Digital Dialogue convened leading voices in the wealth management industry to discuss global ...

The latest Family Office Quarterly 2025 report offers critical insights into the macroeconomic environment, investment ...

An expert advises investors to reassess their asset allocation strategies amid market volatility and macroeconomic ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...

An excellent funding ratio also has contributed to the pension fund’s ability to allocate a large portion of its assets to ...

Value Line Asset Allocation Fund earns a High Process Pillar ... for investors and that this fund may benefit from that. This strategy produces a fixed-income weighting that hews closely to ...

The Strategic Allocation Fund joins the recently launched Hedged Core Fund (LHEIX, LHEAX), along with LoCorr's suite of five ...

Saba Closed-End Funds ETF is a multi-asset 60/40 fund using Closed-End Funds as building blocks. Read why I downgrade CEFS ...

This trial explores enhancing HRP portfolio optimization by using sliced-Wasserstein distance for clustering. Results are preliminary and may not outperform the original method, but further research ...