Asset allocation - dividing resources among different investment categories - is a way to lessen the risk of losses in a financial portfolio. Over the past decade, it has become increasingly critical ...

Portfolio optimisation and asset allocation strategies have evolved into sophisticated tools for managing financial risks while striving for superior returns. Recent advancements integrate classical ...

Among academicians, few have made a real-world impact as far-reaching as Harry Markowitz, the father of modern portfolio theory. Markowitz devised his seminal theory as a 23-year-old Ph.D. student at ...

With the publication of his simply titled dissertation, "Portfolio Selection," 55 years ago, Harry Markowitz, a doctoral candidate in economics at the University of Chicago, presented the investment ...

Crafting portfolio asset allocations is a combination of art and engineering. Just as a blending of colors can produce cerulean, so can a blending of indexes produce a unique shade of risk and return.

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

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

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...