Source: The College Investor It might be surprising to young investors that there are really only two things that truly ...

Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields, management fees, tax planning, and asset allocation, there can be a ...

Building a strong financial future often starts with smart planning and informed decisions. One of the key strategies ...

Morningstar* last week advised that tactical asset allocation funds “failed—again.” That sounds ominous for this class of strategies, but a closer review suggests it’s misguided to pull ...

NEW YORK CITY, NY / ACCESS Newswire / June 26, 2025 / AstraBit has integrated a portfolio optimization engine grounded in Markowitz’s Modern Portfolio Theory (MPT) and Post-Modern Portfolio Theory ...

While it is possible to attempt to determine a fund's exposures from a detailed analysis of the securities held by the fund, a simpler approach typically provides more than enough information for ...

Navigating Market Volatility By David Modzelewski In April 2025, a significant policy shift left investors unsettled as the S&P 500 tumbled about 12% in a single week. With the […] ...

ICICI Prudential Multi-Asset Fund has demonstrated strong performance with a high Sharpe ratio, indicating better ...

For longer term Strategic Asset Allocation, we engage with clients and update our ALM analysis (Pensions/OPEB), or Spending Analysis (Endowments and Foundations) supported by our Long-Term Asset ...

The goal of active asset allocation is to outperform a static multi-asset benchmark. The processes and implementation of active asset allocation strategies can vary significantly.

Morris explains why investors should avoid chasing the rally and instead focus on disciplined rebalancing and opportunities in short-duration fixed income.

Home Analysis Strategic asset allocation in emerging markets 10 April 2025 ...