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.
Portfolio diversification and performance
Wells Fargo Investment Institute provides perspective on the importance of adhering to a suitable investment strategy to help mitigate risk while potentially offering a favorable return.
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.