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For goal-based investments (the core portfolio), asset allocation is a function of the required return (called the minimum acceptable return) to achieve the goal and not your age
Wealth managers in the UK and Switzerland are increasingly viewing alternatives as a core portfolio allocation, with more than half suggesting an optimal allocation of up to 25 per...
While fixed income allocations have increased over the past year as macroeconomic uncertainty and geopolitical tensions have flared, UK portfolios have remained equity-led, Janus H...
Alternatives have overtaken US equities to become the largest allocation in endowments and foundations’ portfolios, although allocations to the asset class are likely to level off,...
Asset allocation in investment portfolios works similarly. The investor holds a mix of asset classes like equities, debt, and commodities, each of which responds differently to cha...
Private markets are reshaping global wealth management as alternatives become a core part of portfolio allocations, according to research by GlobalData. The report found that alter...
Dimensional Fund Advisors has launched a managed portfolio service (MPS) with 12 allocations across equity and fixed income.
The firm also plans to add margin loans, income-generating options and faster money movement.
When building an investment portfolio, investors decide on an asset allocation. Let’s say, a portfolio comprising 70% equity and 30% debt investments. This allocation should be a...
Merrill’s Mark Sutterlin outlines how demand for alternative investments is evolving, particularly among ultra-high-net-worth investors, and explains how firms are expanding access...
Aberdeen Investments has pivoted to infrastructure, global real estate investment trusts (REITs) and short-dated bonds in its latest MyFolio strategic asset allocation update, Inve...
Money Allocation Calculator essentials checklist (Personal Finance): calculator + FAQ, Meaning, Benefits, and Examples. The post Money Allocation Calculator appeared first on WikiF...
Allocations to UK equities across private client portfolios, as well as model portfolios and multi-asset funds domiciled in the country, have fallen by more than half since the Bre...
The question is no longer whether to offer alternative investments, but rather how to do so in a way that aligns with how wealth management operates.
Discover a three-layer framework for idle money using savings accounts, liquid funds, and short-duration debt funds to improve returns while retaining liquidity.
We need to look for investment strategies that can effectively respond to changes, manage risks, and take advantage of opportunities across various asset classes. The concept of ac...
UK defined contribution (DC) master trusts are rapidly increasing their allocations to illiquid assets following the Mansion House Accord, with funds looking at private debt alloca...
In advocating for a ‘three-stream portfolio,’ Robert Wilson outlines why this market environment suits some alternative strategies
UK advisers are increasingly prioritising defensive positions and adding active allocations against a backdrop of shifting market expectations.
According to a new global study of advisors commissioned by Brookfield, the industry is maturing on alternative investments usage.
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