Because each investor is unique in terms of goals, risk tolerance and age, there's no boilerplate template for ensuring ... Set an investment policy statement. Figure out your asset allocation.

Risk measures, such as standard deviation, are also very important. Investors often create an Investment Policy Statement, or IPS, to outline their investment strategy. An IPS may be used by ...

This is one of the reasons we advocate for implementing a glidepath in the investment policy statement. As a plan approaches full funding, we view it as a good idea to lock in your wins by moving ...

The Global Investment Returns Yearbook, an authoritative guide to historical long-run returns, launched by UBS Investment Bank Research and UBS Global Wealth Management’s Chief Investment Office. This ...

They combine the growth potential of various assets, like cash, shares, and property, under one managed investment, with the added benefit of being wrapped in a life insurance policy. This dual ...

or investment policy statements, but at this time, the firm does not anticipate any fund mergers or changes to the portfolio manager lineup on affected funds. Parent company TIAA purchased Nuveen ...

International Investment's unique blend of content for the international wealth management community is now available exclusively on Investment Week. International Investment formerly served ...

or investment policy statements, but at this time, the firm does not anticipate any fund mergers or changes to the portfolio manager lineup on affected funds. Parent company TIAA purchased Nuveen ...

Before you take the plunge, it’s essential to understand the current investment property rates available. Knowing what kind of interest rate you can expect to pay on your loan—versus a ...

For most investors, exchange-traded funds are synonymous with passive investment. The asset-management industry is trying to change that—and likely not for the better. ETFs are the big market ...

One of the best ways to achieve diversification outside of the stock market is by adding real estate to your portfolio through an investment property. An investment property is physical real ...

For example, Betterment doesn't require clients to maintain a minimum investment account balance, but there is a ACH deposit minimum of $10. Premium Investing requires a $100,000 minimum balance.