Although it has evolved over time to reflect changing circumstances in the economy and markets, in its simplest form, asset/liability management entails managing assets to satisfy various obligations.
Mixed funds have been around for a while and the underlying concept is very appealing. In contrast to a pure equity or bond fund, mixed funds include both of these classes as well as other types of investments.
Investment success generally hinges on long-term thinking; however, most investors can’t help but worry about day-to-day shifts with their portfolios. Some of that worry is certainly justifiable given the recent increases in volatility over the last few years.
Although there is a cadre of investors who are content to generate income from their portfolios without growing them, most investors would like to see their nest eggs increase over time. There are many ways to grow a portfolio.