Business Wire

A Decade of Fundamentals-Based Insights: Research Affiliates Showcases the Accuracy of Their Asset Allocation Interactive CMEs Tool

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...
Financial Advisor

Research Affiliates Celebrates 10th Anniversary Of Asset Allocation Tool

Research Affiliates, a leading designer of financial indexes, is celebrating the 10 th anniversary of its capital market expectations website, Asset Allocation Interactive, with a candid examination ...
Tech.eu

Allocation Strategy secured £1.6M to advance asset allocation technology

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio ...
Institutional Investor

Only Half Of Mutual Funds Provide Asset Allocation Tools

Only half of mutual funds provide investors and advisers the tools they need to help them with asset allocation, according to Corporate Insight. Only half of mutual funds provide investors and ...
Crowdfund Insider

Brookfield, iCapital Launch Alts Allocator Tool for Advisors to Model Impacts of Alternatives in Portfolios

Brookfield announced its private wealth platform has partnered with iCapital to launch a new interactive asset allocation tool for financial advisors and their clients. Powered by iCapital Architect, ...
Institutional Investor

PTFS Sets Up Risk Profiling Tool

Personal Touch Financial Services (PTFS) is setting up its own risk profiling asset allocation tool for its independent financial adviser (IFA) members, IFA Online reports. The company had been ...