India’s wealthy investors, including UHNWIs and HNWIs, are increasingly adopting diversified, sophisticated portfolios to ...

A well-structured asset allocation plan should diversify across asset classes, use valuation-based rebalancing and cut ...

Multi-asset allocation funds invest across asset classes like equities, debt, and commodities, balancing risk and return ...

Investors face challenges with the buy-the-dip strategy as markets remain volatile. Asset allocation, focusing on safe ...

There are two strategies investors can use to manage the risk of a bad sequence of returns while taking withdrawals: ...

The warnings in recent years from some analysts that the 60%/40% stock/bond benchmark portfolio is dead haven’t aged well.

TAA means different things to different people and so there’s a wide array of definitions, ranging from aggressive, shoot-for-the-moon strategies that rely on intuition and qualitative forecasts ...

Our research team assigns Neutral ratings to strategies they’re not confident ... Additionally, provided attribution shows tactical asset allocation has been additive in at least nine of the ...

Multi-Asset Trends in the UK and Europe, finding that multi-asset funds have struggled against benchmarks, flexible and ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...

Abstract: This study proposes a new method for optimizing household financial asset allocation (FAA) and developing scientific risk control strategies by integrating Internet of Things (IoT) data and ...