A study in the Financial Analysts Journal points out that asset diversification on the average accounts for 93.6% of the variation in a portfolio’s total return. Every money manager is inundated with ...

CalPERS in March may change its 14-month-old asset allocation to increase its allocation to private markets and decrease its allocation to equities and fixed income, according to a staff presentation ...

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 ...

Over the next few years, individual investors are expected to increase their allocation to private markets, in some cases potentially approaching levels seen by various types of institutional ...

Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

Don’t put all your eggs in one basket. This timeless comment, passed down for generations, is a classic phrase when it comes to investing. Whether you’re just starting your investing journey, enjoying ...

Don’t judge a book by its title. John B. Abbink’s Alternative Assets and Strategic Allocation: Rethinking the Institutional Approach (Wiley, 2010) is a fascinating work. It’s packed with well-reasoned ...

Three core asset investment plans are the most popular ones in retirement plans such as 401K, 403B retirements. The three core assets are U.S. stocks, International stocks and fixed income (bonds).