Solutions
- Research Type
  - Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
  - ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
  - ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
  - Forensic Accounting ResearchUnderstand implications of public company financial reporting.
  - Public Policy ResearchIdentify opportunity and risks driven by public policy.
  - Technical ResearchGiving you confidence to navigate any market cycle.
  - Legal ResearchReal-time insights on legal themes, cases, and regulatory events.
- Client Type
  - Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
  - Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
  - Financial AdvisorsFinancial Advisors, Relationship Managers, Wealth Managers
  - Individual InvestorsSelf-directed individual investors
Insights
About CFRA
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Solutions
- Research Type
  - Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
  - ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
  - ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
  - Forensic Accounting ResearchUnderstand implications of public company financial reporting.
  - Public Policy ResearchIdentify opportunity and risks driven by public policy.
  - Technical ResearchGiving you confidence to navigate any market cycle.
  - Legal ResearchReal-time insights on legal themes, cases, and regulatory events.
- Client Type
  - Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
  - Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
  - Financial AdvisorsFinancial Advisors, Relationship Managers, Wealth Managers
  - Individual InvestorsSelf-directed individual investors
Insights
About CFRA
Login

BALANCED INVESTMENT STRATEGY

A balanced investment strategy is a way of combining investments in a portfolio that aims to balance risk and return. CFRA Model Portfolios can be used as part of a balanced investment strategy by providing stocks and bonds investment suggestions.

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