Hamilton: Strategic asset allocation means that ... KTE: Is the 60% - 40% asset allocation model cooked? Hamilton: No, the 60/40 asset allocation is not dead. I realize this is not the most ...

Strategic Asset Allocation: Portfolio Choice for Long-Term Investors. Oxford: Oxford University Press, 2002. (Winner of TIAA-CREF Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong ...

With few exceptions, gold has been particularly effective during times of systemic risk, delivering positive returns and reducing overall portfolio losses.

Rebalancing clients' asset allocation makes sense in the long term, but it might take some convincing in the short term.

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

The Strategic Allocation Fund joins the recently launched Hedged Core Fund (LHEIX, LHEAX), along with LoCorr’s suite of five long-standing mutual funds, each with track records over a decade, and a ...

AJ Bell produces 2025 strategic asset allocation, eliminating alternatives and creating separate sector for China ...

The security selection model incorporates standard factors ... and split responsibilities between four groups: strategic benchmark, asset allocation, security selection, and portfolio construction ...

The security-selection model incorporates standard factors ... and split responsibilities between four groups: strategic benchmark, asset allocation, security selection, and portfolio construction ...

These models enable managers to dynamically ... Asset allocation strategy Investments should be based on a strategic asset allocation rather than being fixed at a portfolio level.