According to the report, during the long bull market from 1982 to 2007 investment managers moved away from asset allocation, focusing instead on individual manager selection at the asset class level.

As the retirement plan space slowly but surely piques the interest of broker-dealers, asset managers have to revamp their strategies to work with advisors who focus on defined-contribution plans, ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Various industry surveys over the years have indicated that the larger an RIA gets, the more likely they are to leverage the services of more than one custodian. Over my 27 years in wealth management, ...

Institutional asset owners set environmental and social impact goals in a variety of ways, according to a report out Tuesday from the Global Impact Investing Network. The GIIN is developing a series ...

Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, which examines how financial ...