By managing assets holistically, TPA shifts the investment focus from compliance with targets to optimization of outcomes.

Forbes contributors publish independent expert analyses and insights. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...

A defensive investment strategy is designed to protect a portfolio from losing money during market downturns. This approach prioritizes stability over high returns and as a result earnings can be ...

Later today, the board of the $591bn California Public Employees’ Retirement System will vote on a proposal to ditch its traditional asset allocation framework and adopt a newfangled strategy that ...

When we think of investing in real estate, the first thing that often comes to mind is ownership of residential and commercial properties. However, there are more practical and accessible alternatives ...

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

Though President Donald Trump’s tariff agenda has been a point of contention, most agree that the new policies have introduced uncertainty into the global economy. Even with the 90-day pause in ...