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

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 ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...

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 ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

NPS equity funds have delivered low single-digit returns over the past year and according to market experts, this underperformance can be attributed to the current neutral market phase impacted by ...