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

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

What factors do you consider when making asset allocation decisions? When it comes to asset allocation, we first consider a general top-down macro approach, i.e. synthesising large amounts of ...

The Bandhan Multi Asset Allocation Fund Regular Growth has an AUM of 1814.32 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.99%.

In this video, Marco from Whiteboard Finance breaks down different portfolio allocation models and their historical returns. He reviews Vanguard’s allocation models, analyzing the performance of ...

The Aditya Birla Sun Life Multi Asset Allocation Fund Regular Growth has an AUM of 3690.95 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an ...

The team can shift the equity allocation up to 10 percentage points ... Kowalske has been with the firm since 2014 and the multi-asset group since 2018. His background in risk management ...

Leveraging data to accelerate the achievement of sustainable development goals offers a significant opportunity.

On Jan. 28, 2025, Franklin Templeton announced that veteran managers Robert Schoen and James Fetch, managers on the Putnam Dynamic Asset Allocation Series of target-risk mutual funds since 2002 ...

Nearly every utility in the world has embarked on their own journey of digital transformation, using data to help make processes faster and more ...

As the new year dawned, investors mindsets must have been in a happier place, with January showing positive numbers across ...

While many financial institutions have only recently begun exploring AI-driven investment strategies, Smart Wealth has been ...