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Why asset allocation matters

A disciplined asset allocation strategy includes diversification — and may potentially smooth out performance over time.

Performance swings in recent years

Asset returns and their rankings typically vary from year to year — but historically, over multiple-year time periods, asset-class performance has tended to smooth out.

Principles of asset allocation

Wells Fargo Investment Institute looks at the key considerations for developing an appropriate asset allocation strategy.

The value of capital market assumptions

Wells Fargo Investment Institute’s capital market assumptions reflect the trends that it believes investors are likely to experience over multiple market cycles.

Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.