- Provides estimates of expected returns for more than 130 assets and model portfolios across five currencies: US dollar, euro, British pound, Japanese yen and Australian dollar.
- Offers the ability to create, save, and blend customized portfolios through a new, more-intuitive user interface
- Features two expected return models—valuation dependent and yield-plus-growth—and additional alternative asset classes: real estate, hedge funds, and private equity
- Visit https://interactive.researchaffiliates.com/asset-allocation
Newport Beach, California (June 15, 2017) – Research Affiliates announces today the launch of a new version of Asset Allocation Interactive, an online investor tool that provides investment information and expected return data across more than 130 assets.
The site features newly added alternative asset classes including real estate, hedge funds, and private equity. The site also includes 11 model portfolios—encompassing expected and historical returns and risk, tracking error, CAPE ratios, inflation expectations, yield curves, GDP growth rates, commodity term structures, and more.
Acknowledging the popularity of the tool outside the United States, results are now available in four additional major currencies: euro, British pound, Japanese yen, and Australian dollar. Users can create, save, and blend portfolios, and configure results using two expected return models: valuation dependent and/or yield-plus-growth.
The newly upgraded Asset Allocation Interactive is a more comprehensive, global, and robust expected returns toolkit specifically designed to benefit all investors.
Research Affiliates invites you to explore the site at https://interactive.researchaffiliates.com/asset-allocation
Rob Arnott, Chairman and CEO, Research Affiliates:
One of the greatest challenges investors face today is an “expectations gap” between the returns that they hope to earn and the plausible returns of today’s low-yielding markets. With the launch of our Asset Allocation website in October 2014, we sought to shift investors’ focus from chasing the past performance of asset classes to emphasize forward-looking returns on a sound basis of valuation. With our vastly improved Asset Allocation Interactive website, we are expanding the functionality to cover more assets and model portfolios and to allow results to be viewed from the perspective of five major currencies, putting even more power into the hands of advisors and investors.
John West, Head of Client Strategies, Research Affiliates:
Asset allocation is not a one-size-fits-all endeavor. As we state in our investment beliefs: investor preferences go beyond risk and return. On the one hand, a pension may prefer a close match to their liability stream over absolute volatility. On the other hand, some investors are far more concerned with so-called maverick risk, or how far their asset mix may deviate from the normal portfolio. Through our new Asset Allocation Interactive website, the user can evaluate risk through multiple lenses for a richer understanding of a portfolio’s potential journey. The result? A more informed decision that the end investor can stick with for the long term.
Jim Masturzo, Senior Vice President, Asset Allocation, Research Affiliates:
No single expected return model is a silver bullet, applicable to all markets at all times. The new Asset Allocation Interactive comes with two expected return models and the ability to blend models, creating portfolios based on investor-specific perspectives.
For further information please contact:
US: Tucker Hewes, Hewes Communications, Inc., +1 (212) 207-9450,
Europe: Matt Rogers, JPES Partners, +44 (0)20 7520 7624, email@example.com
About Research Affiliates
Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Founded in 2002 and based in Newport Beach, California, Research Affiliates is dedicated to creating value for investors and seeking to have a profound impact on the global investment community through its insights and products. The firm’s investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. Research Affiliates delivers solutions in partnership with some of the world’s leading financial institutions through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts. As of March 31, 2017, about $179 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.
Neither Research Affiliates, LLC, nor its related entities provide investment advice outside of the United States, Ireland, and Canada, and do not offer or sell any securities, commodities, or derivative instruments or products. Any such business may only be conducted through registered or licensed entities and individuals permitted to do so within the respective jurisdiction and only in conjunction with the legally required disclosure documents and subject to all legally required regulatory filings and/or exemptions.
The trademarks Fundamental Index™ and RAFI™, and the Research Affiliates™ trademark and corporate name and all related logos, are the exclusive intellectual property of Research Affiliates, LLC, and in some cases are registered trademarks in the United States and other countries. Various features of the Fundamental Index™ methodology, including an accounting data–based noncapitalization data-processing system and method for creating and weighting an index of securities, are protected by various patents, and patent-pending intellectual property of Research Affiliates, LLC. (See all applicable US Patents, Patent Publications, Patent Pending intellectual property and protected trademarks located at https://www.researchaffiliates.com/en_us/about-us/legal.html#d, which are fully incorporated herein.) Any use of these trademarks, logos, patented, or patent-pending methodologies without the prior written permission of Research Affiliates, LLC, is expressly prohibited. Research Affiliates, LLC, reserves the right to take any and all necessary action to preserve all of its rights, title, and interest in, and to, these marks, patents, or pending patents.