Mesirow, an independent, employee-owned financial services firm, today announced the release of a new white paper from Mesirow Fiduciary Solutions, The Mesirow Approach to Private Assets in Defined ...

NEW YORK--(BUSINESS WIRE)--Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today that Barbara Reinhard, CFA, has been named chief ...

Asset allocation is the foundation of smart investing. It refers to how an investor divides their money across different asset classes—such as equities, debt instruments, gold, and cash—based on their ...

Ricky Williamson, CIPM, CFA, is head of investments, multi-asset strategies for Morningstar*. He is focused on portfolio construction, asset allocation, and manager due diligence. He is a member of ...

CHICAGO--(BUSINESS WIRE)--Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.3 trillion in assets under management as of September 30, 2024, announced Peter ...

The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

The 60/40 equity–bond portfolio remains a widely used benchmark for long-term asset allocation, despite ongoing debate about its optimality (Pham et al., 2025). For most retail investors, portfolio ...

Compare CFA and CAIA designations in finance. Determine which certification better aligns with your career goals, be it in alternative or traditional investments.