In the last several columns, I have described the investment science that supports dynamic asset allocation. Think of static asset allocation as where to set your sails and dynamic asset allocation as ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

Funds with a static asset allocation have delivered higher returns than other types of strategy over the past four years, research has found. A study conducted by Aegon and shared with Money Marketing ...

The question that keeps most investors awake at night is, how does one decide which asset to invest in and how much? This can be answered by identifying a proper asset allocation strategy. Static ...

As pressure on active asset managers intensifies, experts have played down the failings of tactical asset allocation strategies to deliver results. A study conducted by Aegon and shared with Money ...

Risk-parity strategies are designed to fare well in different types of markets using a multiasset approach. In the years leading up to the 2008 financial crisis, many practitioners embraced the key ...

In January I launched an “All-Weather ETF Portfolio”. The portfolio began with a static allocation based on a simplistic and unleveraged interpretation of Ray Dalio and Bridgwater Associates ...

We recently spent a few days with the Bogleheads – perhaps the most passionate group of DIY index investors you'll ever meet – and found ourselves 100% agreeing with everything... almost. We explore ...

Elizabeth Moran looks at the broad risk-and-return characteristics of three investment classes: cash, bonds and equities in the Australian market between October 1989 and January 2012. Understanding ...

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...