As we first noted on April 17, 2026, Franklin Templeton announced that portfolio manager Jacqueline Kenney will step off the Putnam Dynamic Asset Allocation target-risk series on June 1, 2026, to ...

DSP Dynamic Asset Allocation Fund delivered 10.0% CAGR returns over three years and 3.6% CAGR over the last one year, according to ACE MF data on July 22.

Asset allocation involves allocating investment portfolios among different asset classes, such as cash, bonds, stocks, derivatives and mutual funds. Small business owners can choose between different ...

BOSTON--(BUSINESS WIRE)--GMO, a global investment manager known for its long-term, valuation-oriented strategies, today announced the launch of the GMO Dynamic Allocation ETF (NYSE: GMOD). This marks ...

Balanced advantage funds can have vastly different portfolio structures despite belonging to the same SEBI category.

The investment seeks long-term total return through a balance between income and the potential for long-term capital growth. Under normal circumstances, the fund invests 25-65% in equity securities ...

In the last several columns, I have described the investment science that supports dynamic asset allocation. Think of static asset allocation as where to set your sails and dynamic asset allocation as ...