Financial planning isn't magic, but it is an art as much as it is a science. Different planning practices deal with different kinds of investment vehicles. But regardless of the vehicle, financial ...

Research Affiliates, a leading designer of financial indexes, is celebrating the 10 th anniversary of its capital market expectations website, Asset Allocation Interactive, with a candid examination ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

When it comes to tracking an investment portfolio, most investors are missing out. They track their portfolio’s value. They may also track returns. But there are at least three other metrics that ...

Portfolio management software is different from portfolio management, even though they share similar names. Whereas true portfolio management involves financial professionals investing money on your ...

Asset allocation accounts for 88% of your investment experience, according to Vanguard research. That means if you have a diversified portfolio, your investment returns will be nearly identical to ...

Only half of mutual funds provide investors and advisers the tools they need to help them with asset allocation, according to Corporate Insight. Only half of mutual funds provide investors and ...

The OCIO Solutions team at State Street Global Advisors (SSGA) manages over $150 billion in discretionary assets for their clients, making them one of the largest outsourced investment providers ...