Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results. When advising a client to commence an account based pension, many ...

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

Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, which examines how financial ...

Strategy Shares Nasdaq 7 Handl™ Index ETF is a unique fund-of-funds ETF that aims to deliver a consistent 7% annual distribution rate. The HNDL ETF's portfolio is comprised of 19 ETFs, including U.S.

Multi-asset allocation funds, heavily weighted towards gold and silver, witnessed a significant 40% surge in December inflows. This rise suggests a growing investor preference for diversified, ...

An important issue in retirement income planning is choosing and adjusting the retirement portfolio’s asset allocation over time. With retirement income planning, the goal is not just to accumulate ...

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 ...

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

Tactical asset allocation as an investment strategy has engendered both strong proponents and tough detractors over the years. We can see varying results when reviewing different time frames for ...

Every four years, California’s largest public pension fund undertakes a reevaluation process to balance its anticipated investment returns with the expected cost of benefits paid to retirees. This ...

Here’s a different kind of “bucket list” for you. It’s not exactly the things you want to do, but it may be related to them. What it does do, however, is make it easier for you to manage your ...

Before you return the phone call of that asset management wholesaler or asset allocation outsourcer, you might want to heed some advice from Tom Idzorek, chief investment officer and director of ...