While stock selection often gets the most attention, the true driver of portfolio performance is typically asset allocation, with around 90% of variability linked to how investments are distributed ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Multi-asset allocation funds deliver strong returns in 2025 as gold and silver rally, AUM jumps 59%, and investors seek ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

Learn everything you need to know about SMI 3Fourteen REAL Asset Allocation ETF (RAA) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...

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

Erika Murphy is a portfolio manager in the Global Institutional Solutions (GIS) group at Fidelity Investments. In her role, she designs and manages custom multi-asset class mandates for institutional ...

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 ...

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 ...

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...

Investing solely in the S&P 500 may work for young investors, but it won't provide diversification for retirement security. Overlapping holdings in different funds can result in redundancy rather than ...

Success for institutional investors is built on operational excellence, performance attribution, risk management, and cash management. Over the course of 2024 we’ll explore these themes in detail and ...