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 ...

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

Employers must rethink their retirement benefits and adopt science-backed approaches that drive meaningful impact. Here are ...

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

This tactical-allocation fund remains undifferentiated. Our research team assigns Neutral ratings to strategies they ... the firm since 2014 and the multi-asset group since 2018.

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 ...

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 ...

The New Fund Offer (NFO) opens on March 3, 2025 and closes on March 7, 2025. The scheme will reopen for subscriptions on ...

BlackRock is now officially putting Bitcoin into its $150 billion model-portfolio. The company has decided to allocate 1% to ...

Bitwise Asset Management has made its first institutional decentralized finance (DeFi) allocation ... Bitwise’s head of alpha strategies, said in a statement. Park added that Bitwise is ...