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 ...

Global research and consulting firm Cerulli Associates has identified more than 150,000 advisors (representing $5.8 trillion in total client assets) who could benefit from embracing model portfolios ...

A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...

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 ...

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 ...

Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...

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 ...

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 ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...