In the staid world of sovereign wealth and pension funds, an evolution is underway that could rewrite how trillions of dollars get invested.

A Q&A with CalPERS Chief Investment Officer Stephen Gilmore on how Total Portfolio Management could strengthen the retirement system.

Structural changes in financial markets mean we need a different mix of asset classes to deliver dependable returns ...

Research by Harry Markowitz in the 1950's provides the basis for much of the corpus of modern portfolio theory. In this framework, portfolio construction is highly dependent on asset correlations to ...

Remember when financial planning meant just accumulating assets and hoping for the best? Those days are over. Today’s most successful families are building what we call “Experience Portfolios” – ...

CalPERS Chief Investment Officer Stephen Gilmore discussed the Total Portfolio Approach and its benefits to employees on the ...

The good news: This is a great time to diversify. If, like many American investors, your portfolio is heavily weighted toward ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

There are plenty of elements to praise in Secretary of Defense Pete Hegseth’s acquisition transformation announcement last ...

The Pentagon’s forthcoming swing at major acquisition reforms to field capabilities faster may include adopting a new ...

Amir Berman says contractors can embrace their data-centric future and standardize project metrics to fully take advantage of ...