In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

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 ...

Asset allocation is the strategy of allocating your investment portfolio among asset classes with various risk and return characteristics. The main purpose of asset allocation is to diversify your ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

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 ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...