The investment seeks total return greater than that of GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg U.S. Aggregate ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...

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 ...

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As a continuation of the Q3 2024 Asset Owner CIO Quarterly which focused on U.S. public pension funds’ asset allocations and comparative portfolios returns, the Q4 2024 Asset Owner CIO Quarterly ...

The fund employs a 65% equity/35% fixed income allocation, using tactical overlays and diversified affiliated mutual funds for broad asset class exposure. Recent performance outpaced its custom ...

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 ...

Investment Objective - The primary objective of the Scheme is to generate capital appreciation by investing dynamically in units of active equity and debt oriented mutual fund schemes. However, there ...

Quant Multi Asset Allocation Fund has quietly become one of the most impressive performers in the multi-asset fund category. What makes the fund stand out is its consistency — whether you look at ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...