The Asset Allocator: Dalbar Rethinks Asset Allocation

Published: March 4, 2020, 10 a.m.

New Dalbar research takes a look at asset protection strategies through the prism of opportunity cost, with a view toward lowering investors’ hedging costs or even increasing their total returns. This podcast (8:10) suggests that Dalbar’s alternative allocation findings are quite helpful, so long as advisors do the appropriate due diligence for their clients, but also proposes another strategy for Dalbar’s quants to test empirically. Learn more about your ad choices. Visit megaphone.fm/adchoices