Home > Portfolio Management: Asset allocation & diversification

EXPERT GUIDANCE

Industry experts give you a thorough grounding in investing concepts and strategies.

Allocate your
assets With Professor Roger Ibbotson of Yale University

Create a diversified portfolio With Don Kittell, Chief Financial Officer, Securities Industry and Financial Markets Association

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The global portfolioWith Jeffrey Rosensweig of Goizueta Business School, Emory University

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Asset allocation & diversification

Whether you’re a new or experienced investor, asset allocation and diversification are the two most important strategies for building and managing your portfolio and keeping investment risk at a level you can live with.

Asset allocation Investing in different types of assets — such as stocks, bonds, and cash — can help you maximize gains while minimizing risks.	Diversification Diversification means finding the right mix of investments to cushion your portfolio against market downturns.
Rebalancing your portfolio As your portfolio grows, or your goals change, you may want to modify your asset allocation.	International investing With almost 60% of the world’s capital outside the U.S., international investments are an increasingly important part of most investors’ diversification strategy.