Tactical asset allocation as an investment strategy has engendered both strong proponents and tough detractors over the years. We can see varying results when reviewing different time frames for ...

Asset allocation refers to how you divide up your money among different assets, such as stocks, bonds and cash. Most investors follow a long-term approach called strategic asset allocation, which ...

Asset allocation is a very important part of creating and balancing your investment portfolio. After all, it is one of the ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Shares are still the main engine for growth in our portfolios and so far in 2026, the continued holding of ETFs tracking the ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

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 ...

Asset allocation is the foundation of smart investing. It refers to how an investor divides their money across different asset classes—such as equities, debt instruments, gold, and cash—based on their ...

The investment seeks to provide total return and to limit exposure to downside risk. The fund is a "fund of funds". The Adviser seeks to achieve the fund’s investment objectives by investing in ...

The Global Tactical Asset Allocation Fund posted a total return of 4.80% for the quarter, compared with 5.36% for the Fund’s Asset Allocation Blend Index. U.S. economic activity defied expectations ...

As an example of a detractor’s position, last year Morningstar wrote a highly negative piece on Tactical Asset Allocation stating, “this investment strategy is notoriously difficult to implement in ...