Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts. Smaller firms often rely on borrowing to fuel growth. Lower financing ...

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio ...

Select Asset Management’s Dominic McCormick says it’s time to reduce reliance on simplistic risk categories in asset allocation. The investment industry has long become conditioned to the view that ...

・By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long investment horizons. ・The basic building blocks of asset allocation are ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

CIBC Asset Management’s Caitlin Ebanks says in Canada’s ETF boom, advisors should focus on simplicity, scale and fees ...

Discover optimal asset allocation strategies for incorporating cryptocurrency into your portfolio, balancing high-growth potential with volatility risks ...

Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results. When advising a client to commence an account based pension, many ...

One of the keys to a well-rounded portfolio is diversification through different asset classes. Each class has its own unique characteristics and risk-return profile, and knowing the right mix can ...

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 ...

During this enlightening conversation, Ric Edelman, founder of the Digital Assets Council of Financial Professionals, talks about how adding a small sleeve of Bitcoin to your client’s investment ...

Market downturns can make investors feel out of control, but inaction also comes with a cost. Proven risk profiles can help you reap long-term rewards. What Is a Risk Profile? How Much Risk Can ...