Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains. Industry practice for much of the past 60 years ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

This insight, which allows new information to guide one's opinions and plans, has been taken on board by pension plans, as ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

The 60/40 portfolio, rooted in Modern Portfolio Theory, balances equities and bonds to optimize returns relative to risk, but its effectiveness declines during high inflation. Rising stock-bond ...

Vanguard has launched its first dynamic asset allocation fixed income model portfolios. The portfolios, the Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return, went live ...

2023 was a year like no other. From the persistence of structural and cyclical fluctuations, geopolitical fragmentation, and the rapid adoption of Generative AI and other megatrends, adapting and ...

See holdings data for PineBridge Dynamic Asset Allocation Fund (PDAVX). Research information including asset allocation, sector weightings and top holdings for PineBridge Dynamic Asset Allocation Fund ...