Cloud-based business analytics company Adaptive Planning has released an integrated cloud-based product for comprehensive close-and-disclose financial consolidations and analysis, as well as ...

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 ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

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 ...

Pension plans’ funding levels have eroded significantly since the start of the credit crisis in mid-2007. Although the recent market rally has improved funding levels somewhat, many plan sponsors are ...