Passive tends to work inside an asset class, while customizing may matter more for investing in several markets.

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 ...

As we first noted on April 17, 2026, Franklin Templeton announced that portfolio manager Jacqueline Kenney will step off the Putnam Dynamic Asset Allocation target-risk series on June 1, 2026, to ...

As we first noted on April 17, 2026, Franklin Templeton announced that portfolio manager Jacqueline Kenney will step off the Putnam Dynamic Asset Allocation target-risk series on June 1, 2026, to ...

The OCIO Solutions team at State Street Global Advisors (SSGA) manages over $150 billion in discretionary assets for their clients, making them one of the largest outsourced investment providers ...

Commentary: As we continue our discussion of investment topics, we consider the enduring importance of asset allocation as an ...

If you believe the next 10 years of investing will be just like the last, and that the same relationships among assets and strategies will work for your portfolio, no need to read any further. However ...

Bloomberg's compilation of 2026 institutional outlooks specifically highlights private assets continuing their ascent as a ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...