We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions.

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 ...

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions.

The fund has returned 14.35 percent over the past year, 14.74 percent over the past three years, 7.59 percent over the past five years, and 7.15 percent over the past decade.

Confluence Investment Management offers various asset allocation products which are managed using “top down,” or macro, analysis. We publish asset allocation thoughts on a weekly basis in this report, ...

We first reviewed asset class performance so far in 2023. Many of this year's big winners were big losers in 2022, but many of 2022's big losers continue to underperform in 2023. The only three asset ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

The S&P 500 was up another 8.1%, international stocks (MSCI ACWI ex-US Index) gained 6.9%, and bonds (Bloomberg US Aggregate ...

Whether you’re just starting out, saving for retirement, or looking to preserve your wealth, understanding how to allocate your assets wisely is essential. When it comes to building long-term wealth, ...