Given the preponderance of "big data," investment PhD's, and massive computing power, you would think there would be one "best" asset allocation model for ... to provide a “moderate” target ...

The conservative, moderate, and growth portfolios strongly ... Those recommendations inform decisions made by the asset-allocation committee, made up of portfolio managers from various disciplines ...

Typically, moderate allocations are tracked against ... improved performance on a risk-adjusted basis without taking an asset allocation bet! Now that we have established the outperformance ...

Following Franklin’s January 2024 acquisition of Putnam Investments and the integration of the latter’s multi-asset team ... of 80% (Growth Allocation), 60% (Moderate Allocation), and 40% ...

were introduced by Sammons Retirement Solutions Inc. The models, powered by Morningstar Associates, are designed to help advisers make informed recommendations on asset allocation to help clients meet ...

An investor looking for a balanced portfolio is more comfortable tolerating short-term changes and is satisfied with moderate growth ... choose the right asset allocation model and other ...

Figure 1 compares three age-based asset allocation models. The first is an aggressive allocation (red) that recommends 100 percent in equity until age 39, then shifts to bonds using 10 percent ...

Here’s a look at all of the ins and outs of portfolio asset allocation, including the pros and cons of various asset ...

Asset allocation tries to balance risk ... using bonds to reduce overall portfolio volatility. This model is often recommended for moderate-risk investors seeking a mix of capital appreciation ...