The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

The fund uses two levels of asset allocation among stocks, bonds and other asset classes as determined by subadvisor GMO’s asset allocation team. The fund has been managed by Ben Inker since 1996 and ...

With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major ...

Finance Logix 3.2 is a suite of web-based products for comprehensive financial modeling. It includes modules for retirement planning, asset allocation, insurance planning, estate planning and ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

CI Growth Asset Allocation ETF Common Units (CGRO:CA) declares CAD 0.068/share monthly dividend. Payable Dec. 31; for shareholders of record Dec. 23; ex-div Dec. 23. See CGRO:CA Dividend Scorecard, ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...