An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

Learn everything you need to know about SMI 3Fourteen REAL Asset Allocation ETF (RAA) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...

Investors often think about which companies are doing well, what sector is hot, and where the market may be headed in the next few months. But more important than any of those is the question of ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

With the rise of alternate asset classes, investors have a choice across large cap funds and hybrid funds like multi cap funds. While large cap funds are pure equity funds with focus on the large cap ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...