Social Media Ideas for Asset Allocation

How to Decide Your Asset Allocation in 2026: 5 Criteria That Actually Matter

SEBI's 2026 rule changes reshaped fund categories. Here's how time horizon, risk capacity, goal-specific splits, market cycles, and rebalancing discipline decide your allocation.

How Asset Allocation Can Improve Your Mutual Fund Portfolio

The selection of mutual fund investments is generally linked to picking the appropriate scheme, studying previous gains or losses, or opting for schemes that have good growth prosp...

Asset Class Allocation Calculator

Asset Class Allocation Calculator short overview (Investments): calculator + Benefits, FAQ, Meaning, Disadvantages, and Examples. The post Asset Class Allocation Calculator appeare...

Asset allocation changes in few schemes of DSP Mutual Fund

DSP Mutual Fund announces change in asset allocation in its few funds

Investing the first $100M: A centimillionaire's view

An upperhigh net worth investor offers three portfolio allocations as clients climb the asset-accumulation ladder.

Asset Allocation Outlook Q4 2026: Repricing Risk, Recalibrating Exposure

Global Portfolio Allocation for Indian Investors: 4 Factors That Set Your Number

A 20% global allocation on a Rs 10 lakh portfolio adds Rs 1.58 lakh if markets deliver – or costs Rs 2.92 lakh if they lag. Here are the 4 factors that set your right number.

Asset allocation changes in few schemes of HSBC Mutual Fund

HSBC Mutual Fund announces change in asset allocation in its few funds

The best ETFs to pair with an asset allocation fund

Asset allocation ETFs are designed as all-in-one portfolios, but investors can strategically match them with other ETFs to add factors, dial up risk, or diversify further. The post...

Average active ETF portfolio allocation to increase by over 40% in next 18 months

European asset allocators expect active ETF allocations to grow from around $1in every $10 of their portfolios to roughly $1 in $7 over the next 18 months.

Asset allocation changes in 360 ONE Focused Fund

360 ONE Mutual Fund announces change in asset allocation in its 360 ONE Focused Fund

August AAII Asset Allocation Survey: Bond Allocations Slip

FLOT: A Simple Fixed-Income Allocation For Uncertain Rate Environment

What Does a Fund's Cash Allocation Tell You About Its Strategy?x`

High cash in a fund could mean valuation discipline, category mandate, or undeployed inflows – not a crash forecast. Here's how to read it correctly before reacting.

SJP tilts away from corporate bonds and emerging markets in multi-asset rebalance

St James’s Place has scaled back its overweight to emerging market equities and reduced investment grade corporate bond allocations across its Polaris, Polaris Multi-Index and InRe...

Quilter WealthSelect shifts to value-oriented equities in rebalance

Quilter’s WealthSelect MPS range has increased its exposure to value-oriented equities and active global government bond strategies in its latest quarterly rebalance.

FUSE: Risk-Adjusted Returns Top Priority for Advisors in Portfolio Construction

Advisors are also relying more on models when constructing model portfolios.

How to plan for retirement with a custom asset allocation schedule?

A reader says, “Sir, several times you have emphasized the need to gradually decrease equity allocation step-wise, well before the retirement date. I have seen some illustrations w...

You chose 60:40. The market made it 75:25

Your 60:40 equity-debt mix shifts every time the market moves. Dhirendra Kumar explains why investors miss the drift and the yearly check that brings it back.

Direct funds. Who watches your mix?

Moving to direct plans need not cost you rebalancing support. Ashutosh Gupta explains how tracking your full asset mix, not just funds, guides when to trim equity.

A 7-point decision framework for equity comp

Sitting on company stock just to avoid capital gains can expose concentrated positions to undue risk.

Motilal Oswal Multi Asset-Omni FoF: How will its dynamic asset allocation strategy work for investors?

Motilal Oswal Mutual Fund’s Multi Asset-Omni Fund of Funds uses a dynamic asset allocation strategy to adjust exposure to equity, debt, gold and silver based on macroeconomic condi...

75 per cent Stocks After Retirement: Time to Switch?

Retired with 75 per cent of your equity in direct stocks? Dhirendra Kumar says income needs should set your allocation and your own returns should pick the vehicle.

The Returns Bell Curve: How I Spread Risk and Returns

In real estate, high minimum investments aren’t just a barrier to entry—they’re also a barrier to diversification. Whether you buy investment properties directly or invest passivel...