Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...

Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...

GMI’s long-term projection remained steady at a 7.2% annualized total return. US equities remain the lone downside outlier for expected return relative to the market’s history and the various asset ...

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

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

As seen throughout 2025, volatility in asset prices can lead to challenges for institutional investors in maintaining and adjusting their strategic asset allocation policies. It also leads to ...

The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration’s tariff policies sent many stock market indexes into ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...

Bitcoin allocations in traditional portfolios that rise above 1% to 2% lead to a significant concentration of risk and should be carefully evaluated, according to a new study from Wilshire Indexes ...