Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

How are DAOs managing billions in assets? Know about Autonomous Treasury Management, where AI-driven agents handle asset allocation, rebalancing, and risk without constant voting.

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

The Prudent Investor Rule compels trustees to consider diversifying assets. To help them, trustees use asset allocation models. Yet many of these models fall short when it comes to evaluating ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

With DOGE moving into the background, the case for future inflation in the U.S. has been solidified. My Model Asset Allocation outlined in prior articles should serve investors well if the inflation ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Vanguard’s VRIF ETF is tilting toward bonds to provide retirees stable income, balancing caution with a 4% annual payout target.

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Bitcoin volatility is pushing investors toward diversified crypto allocation models to manage risk, stabilize returns, and improve long-term portfolio performance.