Independent wealth management firm Sumnicht & Associates, LLC, announced the availability of iSectors Post-Modern Portfolio Theory (Post-MPT) asset allocation models. The model is available for ...

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 ...

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 ...

Model portfolios are continuing to gain traction across the industry. With their rise in popularity, the current marketplace is flooded with options. So how can advisors sort through the wide range of ...

BOSTON—While equities continue to dominate portfolios, asset allocation models are increasingly embracing alternatives and flexible mandates—“and these changing views on asset allocation are putting ...

Traditional approaches to asset allocation aren’t cutting it anymore, say the nation’s institutional investors in a survey conducted by Pyramis Global Advisors, a Fidelity Investments company. More ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...

SimCorp has launched two Axioma multi-asset class fund allocation models. The Axioma Fund Allocation Model intends to capture fund investment risk through exposures to a curated set of fund and market ...

Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans. The 2006 Pension Protection ...

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 ...