The objective of asset allocation funds is to provide better-than-benchmark returns with (possibly) lower volatility through superior stock selection and/or successful market timing. The question for ...

According to Hiscox Re & ILS, successful navigation of the reinsurance cycle requires proactive portfolio management, where ...

Target Corporation’s TGT capital allocation strategy reflects a careful balance between investing for future growth and preserving financial resilience. Despite ongoing softness in discretionary ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

Although defined contribution (DC) plan assets have largely flowed to target-date funds (TDFs) in recent years, many advisers prefer customized solutions for their retirement plan clients and have ...

Since both equity and commodity markets undergo cycles, analysts are now of the view that equities will make a comeback in ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

A punitive decade for the world allocation Morningstar Category exasperated investors and contributed to outflows, mergers, and liquidations over that period, but as Joni Mitchell once sang, “I’ve ...

A version of this article appeared in the February 2019 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website. It is hard to beat the ...

Learn top strategies for effective capital allocation. Discover how companies use these techniques to maximize shareholder value and long-term growth.