Robert Schoen is Co-Head of the Global Asset Allocation (GAA) group at Putnam Investments. In partnership with other GAA co-heads, he is responsible for the overall strategy and positioning of ...

These hybrid funds can shift between equity and debt as market conditions change, offering investors a way to manage asset ...

Dynamic asset allocation is a way to manage risk in your portfolio and generate above-market returns by moving with market trends. This type of approach combines elements of passive investing with ...

AUSTIN, TX / ACCESS Newswire / November 18, 2025 / Kensington Asset Management is proud to announce the Kensington Dynamic Allocation Fund (KAGIX) has reached its five-year anniversary, exceeding $1.2 ...

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

As we first noted on April 17, 2026, Franklin Templeton announced that portfolio manager Jacqueline Kenney will step off the Putnam Dynamic Asset Allocation target-risk series on June 1, 2026, to ...

Would you drive as fast as usual on an icy road? Of course not, notes Seth Masters, chief investment officer of blend strategies and defined contribution services and a partner at AllianceBernstein.

As we first noted on April 17, 2026, Franklin Templeton announced that portfolio manager Jacqueline Kenney will step off the Putnam Dynamic Asset Allocation target-risk series on June 1, 2026, to ...

The investment seeks total return. The fund allocates 45% to 75% of its assets in equities and 25% to 55% in fixed income securities. It invests mainly in equity securities (growth or value stocks or ...

The investment objective of the Scheme is to provide accrual income and capital apprection by investing in a mix of equity, debt, REITs/InvITs and equity derivatives that are managed dynamically. No ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...