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216 Resources for

asset allocation

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BNET Business Dictionary

Asset Allocation: an investment strategy that distributes investments in a portfolio so as to achieve the highest investment return while minimizing risk. Such a strategy usually apportions investments among cash equivalents, stock...; Asset Allocation definition on BNET »

BNET Resources

Multiple asset funds are improving: S&P.: Asset allocation funds are gaining momentum as their overall performance improves, according to the latest review by Standard & Poor's fund services.. James Kenny Asset allocation funds are gaining momentum as their overall performance improves, according to the latest review by Standard...; Tags: asset, asset allocation, S&P; Research articles 2008-03-24
Asset Allocation commentary by Standard & Poor's.: The IMA Asset Allocation sectors remain consistently in the mid range of the performance league over the 12 months to 11 December and sector average returns are similarly modest over six months and three months to date. The IMA Asset Allocation sectors remain consistently...; Tags: asset, asset allocation, performance, S&P; Research articles 2006-12-18
Asset allocation funds benefit participants; Study shows 401(k) performance shines for those who let others make decisions.: Byline: Jenna Gottlieb NEW YORK - 401k plan participants that invest in balanced or asset allocation funds are more consistent in outperforming the market, and those that use more investment options achieve higher returns. These surprising con Byline: Jenna Gottlieb ...; Tags: 401(k) plan, asset, asset allocation, benefit, ING Group, performance; Research articles 2006-03-20
Why is the SEC inquiring into insurers' asset allocation programs?(Variable Products)(Securities and Exchange Commission): LAST NOVEMBER, the staff of the Securities and Exchange Commission sent a letter of inquiry to many insurance companies concerning the commonplace asset allocation programs available to owners of variable annuity and life insurance contracts. LAST NOVEMBER, the staff of the Securities and Exchange...; Tags: asset, asset allocation, insurance company, SEC; Research articles 2004-03-29
Newport Asset Allocation Models Included in Quicken 2006 Personal Finance Software: ORLANDO, Fla. -- The Newport Group, a leading national provider of retirement plans and investment advisory services, announced today that its asset allocation models have once again been selected by Intuit Inc. as part of Quicken 2006R, the latest edition of its best-selling personal finance software year after year.; Tags: allocation, asset allocation, Quicken, software; Research articles 2005-11-29

Newport Asset Allocation Models Included in Quicken 2005 Software: ORLANDO, Fla. -- The Newport Group announced today that its asset allocation models have once again been selected by Intuit Inc. (NASDAQ: INTU) as part of several versions of QuickenR 2005 for WindowsR, the latest edition of its best-selling personal finance software.; Tags: allocation, asset allocation, Quicken, software; Research articles 2004-10-14
Variety is running theme within sector.: The Asset Allocation Global Neutral sector is a small world, as can be seen in the FT Fund Ratings table opposite. This is because a majority of the funds that are covered by Standard & Poor's are uncategorised, according to FTFR. The peer group The...; Tags: asset, asset allocation, S&P; Research articles 2004-11-08
Fidelity Introduces Market Index Pool: For those donors who prefer a custom approach, the Gift Fund is pleased has announced the addition of the Total Market Pool Index that provides another way to diversify the equity portion of the asset allocation mix recommended, and that may be appropriat For those donors who prefer a custom...; Tags: asset, asset allocation, Fidelity Investments; Research articles 2005-04-01
CalPERS Adopts Changes to Asset Allocation Mix: SACRAMENTO, Calif. -- The California Public Employees' Retirement System CalPERS Board of Administration voted today to adopt a modest revision to its asset allocation mix that better reflects the System's current investment holdings in an effort to reduce risk and save on transaction costs.; Tags: asset, asset allocation, CalPERS; Research articles 2004-12-13
Survey: 1 in 3 plans to change asset allocations.(News Briefs)(Brief Article): NEW YORK - Nearly one-third of the more than 80 pension plan sponsors recently polled by J.P. Morgan Fleming Asset Management said they are changing their asset allocations to enhance returns or reduce risk; another 40% said they were considering cha NEW YORK - Nearly one-third...; Tags: asset, asset allocation, J.P. Morgan Chase & Co., survey; Research articles 2003-03-31
Merrill Lynch Introduces New Institutional Tactical Asset Allocation Product: Business Editors; Tags: asset, asset allocation, Merrill Lynch & Co. Inc.; Research articles 2000-03-03
Fidelity expands fund supermarket i-Tools range with Portfolio Planner.(Offers core strategy asset allocation options)(Brief Article): Fidelity Investments has expanded its fund supermarkets i-Tools range. The new Portfolio Planner on FundsNetwork assists in tasks such as individual client goal-setting, growth modelling, risk assessment and asset allocation. The tool would enable IF Fidelity Investments has expanded its fund supermarkets i-Tools range. The...; Tags: asset, asset allocation, Fidelity Investments, strategy, supermarket; Research articles 2002-10-02
AssetMark and Fiserv Investment Support Services Offer New 401k Solution to Advisors; AssetMark iFlex 401k Plan to Provide Participants with Complete Asset Allocation Solution: PLEASANT HILL, Calif. & DENVER -- AssetMark Investment Services, Inc. and Fiserv Investment Support Services today announced the launch of a new 401k solution for Advisors, providing Plan Sponsors and participants with comprehensive asset allocation portfolios and a wide selection of third-party mutual funds. An integral part of the AssetMark...; Tags: 401(k) plan, advisor, asset, asset allocation, Fiserv Inc., support services; Research articles 2004-10-11
Sun Life Financial Enhances Masters Variable Annuity Investment Options with New 90/10 Asset Allocation Portfolio: New Options Include Franklin Founding Funds Allocation, Plus Four New Investment Managers; Tags: annuity, asset, asset allocation, financial, Sun Microsystems Inc.; Research articles 2008-03-10
Street Wise: Asset allocation name of the game for SunAmerica.(The Markets): Byline: Jeff Benjamin With all the recent attention on mutual fund fees, it might be tough to make a case for adding another layer - but that doesn't mean the case can't be made. Steve Schoepke,...; Tags: allocation, asset, asset allocation, game, mutual fund; Research articles 2004-02-16
Product watch.: Bank of America UMA focused on tax efficiency Bank of America Corp. in Charlotte, N.C., has launched Portfolio Strategies - Managed, a unified managed investment advisory account that will provide diversification through multiple institutional Bank of America UMA focused...; Tags: advisor, asset, asset allocation, Bank of America Corp., rollover; Research articles 2007-01-29
Asset Allocation: Market Analysis - Europe - Awaiting promised Orange harvest.: Byline: Kevin Colglazier Byline: Kevin Colglazier; Tags: asset, asset allocation, Orange PCS; Research articles 2006-04-01
CalPERS Adopts Changes to Asset Allocation Mix; Fund Sticks With Equity Investments for the Long-Term: Business Editors; Tags: asset, asset allocation, CalPERS, equity, equity investment; Research articles 2002-10-15
First Niagara Bank Signs Multi-Year License Agreement with Financial Profiles; Company to Deploy Profiles+ Professional with Asset Allocation to its Wealth Management Group: CARLSBAD, Calif. -- Financial Profiles Inc., the standard for planning and advice solutions, announced today that First Niagara Bank has signed a multi-year license agreement to deploy its comprehensive Profiles+TM Professional solution with Asset Allocation to the firm's wealth management group.; Tags: asset, asset allocation, license agreement; Research articles 2006-07-17
The Principal Financial Group is now offering a new set of asset allocation tools and services: The Principal Financial Group is now offering a new set of asset allocation tools and services to help financial advisers and retirement plan sponsors provide support to participants in 401k plans. The suite of services is designed to make it easier for financial professionals to help plan participants create the...; Tags: asset, asset allocation, Principal Financial Group; Research articles 2006-07-01