Risk-parity strategies are designed to fare well in different types of markets using a multiasset approach. In the years leading up to the 2008 financial crisis, many practitioners embraced the key ...

Investing with a static portfolio allocation allows investors to "Set and Forget." "Set and Forget" portfolio options include all-in-one mutual funds and also ETF portfolios with a fixed asset ...

A global research group has compared static, customized dynamic, and dynamic-by-default energy allocations at a collective self-consumption project in France. They have found that dynamic ...

A version of this article was published in the February 2019 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website. Tactical-allocation ...