The latest buzzword in allocator-land is a theory called the total portfolio approach, or TPA for short. Calpers, the Californian pension fund, announced last week that it was replacing its strategic ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

Abstract: This study explores the development of a Linear Programming (LP)-Based Optimization Model for cost-efficient regulatory compliance with multi-standard cybersecurity frameworks. The proposed ...

Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

Vanguard is recommending investors tilt heavily toward bonds, with a 70% allocation to fixed income, as high stock valuations and a historically low equity risk premium point to better long-term ...

Article Views are the COUNTER-compliant sum of full text article downloads since November 2008 (both PDF and HTML) across all institutions and individuals. These metrics are regularly updated to ...

Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

$$ \begin{array}{ll} \underset{x \in \mathbb{R}^n}{\min} \quad & \langle c, x \rangle \\ \text{s.t.} \quad & L \leq A x \leq U, \\ & l \leq x \leq u . \end{array} $$ Before running the scripts, please ...

AGNC Investment (NASDAQ: AGNC) does something that most investors can't: It invests in mortgages. If you are looking to add the mortgage asset class into your portfolio, perhaps because you use an ...