Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

The Sensex fell over 900 points on February 12, marking six sessions of decline. Experts attribute this to global trade ...

Large public pension plans have different asset allocations than corporate and union plans, according to aggregate data ...

Wealth Transfer, Trusts, inheritance, Prudent Person Rule, Trust Management, Investment Management, Asset Diversification, ...

S Naren, CIO at ICICI Prudential AMC, advises focusing on bank fixed deposits, debt mutual funds, and office spaces due to ...

US President Donald Trump announced last week the creation of the first American sovereign wealth fund. He had pledged during ...

Over the trailing five years ending January 2024, the fund’s equity exposure has averaged slightly below its 65% allocation target ... at roughly 19% of total assets as of January 2024, about ...

On Jan. 28, 2025, Franklin Templeton announced that veteran managers Robert Schoen and James Fetch, managers on the Putnam Dynamic Asset Allocation ... have averaged over 10 tactical calls per ...

Strategic Asset Allocation This involves allocating fixed weights to various asset classes over the entire investment horizon ... investment opportunities that exist for a small period of time. The ...

Systematic Investment Plan or SIP is an organized and convenient way to invest in mutual funds, allowing investors to build ...

1. Current NAV: The Current Net Asset Value of the Parag Parikh Dynamic Asset Allocation Fund - Direct Plan as of Feb 11, 2025 is Rs 10.84 for Growth option of its Direct plan. 2. Returns: Its ...