How to find the best way to implement an asset allocation portfolio.
All of the providers listed below publish one or more asset allocation recipes that split assets across multiple asset class funds, totaling 100%. If you would like to include a publisher that is not listed below, please contact us.
Providers of Strategic and Tactical Portfolio Recipes
These providers compare portfolio recipes of many different types, including Strategic portfolio recipes (using a fixed or static allocation) and Tactical portfolio recipes (using a dynamic or active approach). These providers publish regular updates to their Tactical portfolio recipes.
Providers of Strategic Portfolio Recipes
The portfolio recipes from these sources are designed to be fixed or static, updated only through periodic rebalancing to restore the original allocation.
Asset Allocation for Dummies (book)