Dynamic asset allocation funds, also known as balanced advantage funds, are hybrid schemes that change their asset mix depending on market conditions. While equity funds delivered flat to negative ...

Many mutual fund advisors have been recommending balanced advantage funds to new and inexperienced investors for a while now. These advisors believe that these schemes are ideally placed to take care ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

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 ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...