Asset allocation is an investing strategy that divides an investment portfolio among various asset classes. This process creates a diverse mix of assets designed to offset riskier assets with less ...

"Asset allocation" describes the process of dividing up your funds among various asset classes, including cash, debt, equity, ...

Once the following steps are taken, making asset allocation decisions for how you divide your money between stocks, bonds and/or cash in a way that balances returns and safety according to your ...

One of the easier ways to bring up lightening up on equities is introducing periodic asset allocation rebalancing. 1. Actual vs. model. Your client has a risk tolerance profile. This comes with an ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Portfolio rebalancing is the process of resetting your investments ... But it won't reinstate your target asset allocation immediately. It will happen gradually, which may leave you with more ...

We rely on shorter term catalysts—such as earnings revisions, manager positioning, market stress and momentum—to set tactical asset allocation views in portfolios ... Our Baseline process incorporates ...