An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset ...

Chirag Muni of Anand Rathi Wealth emphasizes goal-based investing and disciplined SIPs for building resilient portfolios in ...

Traditional asset allocation could be defined as offering strategic allocations covering the five to six major asset classes and typically offering three to six client asset mixes with different ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Choosing the right pension fund manager can make a meaningful difference to your National Pension System (NPS) returns over ...

Inflows into the category jumped 40% month-on-month to Rs 7,425 crore, compared with Rs 5,314 crore in November 2025. On a ...

Fixed income is for stability. In 2025, interest rates on fixed deposits fell, while yields on government bonds increased.

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts. Smaller firms often rely on borrowing to fuel growth. Lower financing ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across various asset classes, reducing risk while providing robust returns.