How are DAOs managing billions in assets? Know about Autonomous Treasury Management, where AI-driven agents handle asset allocation, rebalancing, and risk without constant voting.

Bitcoin volatility is pushing investors toward diversified crypto allocation models to manage risk, stabilize returns, and improve long-term portfolio performance.

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 ...

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 ...

The investment seeks long-term total return. The adviser employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting ...

Vanguard has launched its first dynamic asset allocation fixed income model portfolios. The portfolios, the Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return, went live ...

2023 was a year like no other. From the persistence of structural and cyclical fluctuations, geopolitical fragmentation, and the rapid adoption of Generative AI and other megatrends, adapting and ...

Vanguard today is delighted to launch the Vanguard BlendedLife Dynamic model portfolio service (MPS). The range consists of ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Fidelity International (“Fidelity”), a global asset manager and retirement savings business, today announces the upcoming launch of the Fidelity WealthBuilder ...