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

Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

A version of this article was published in the February 2019 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website. Momentum is one of the ...

Why Asset Allocation Drives Investing Success In investing, asset allocation (or the overall composition of your portfolio) ...

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 ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Tactical Asset Allocation had a tough year in 2018. Two things worked against tactical strategies: Major trend changes, and the fact that those changes were very rapid. At the beginning of the year, ...

MANISHA THAKOR: As a wealth manager, I’d suggest the biggest investment lesson from 2014 is: Asset allocation matters. Raffle tickets often have the disclaimer: “You Must Be Present To Win.” Market ...