Interactive Tools

Frequently Asked Questions

What Is Asset Allocation Interactive?
Asset Allocation Interactive (AAI) provides estimates of long-term expected returns for more than 130 assets and model portfolios across five currencies: US dollar, euro, British pound, Japanese yen, and Australian dollar. AAI offers the ability to create, save, and blend customized portfolios, and features two expected return models—(1) Valuation Dependent, and (2) Yield & Growth.

How do I create and save a portfolio?

  • To create a custom portfolio in AAI, click the + Create a New Portfolio text link at the bottom of the Portfolios pane in the upper left-hand list. You’ll notice the interface switches to Edit Mode.
  • At the right-hand side, the portfolio builder pane will open, where you can name and weight your custom portfolio.
  • The default Asset Weight allocates 100% to US Cash Uninvested. You can reallocate cash to your desired assets by inputting percentage weights in the corresponding boxes.
  • To finish, click on the blue OK button at the bottom of the right-hand pane.
    Your new portfolio will appear in the left-hand pane under My Portfolios, as well as on the scatter plot.

IMPORTANT: To save your portfolio for future use, login or register on the website. If you choose not to do this, your portfolio will be lost once you close your browser window.

How do I use the expected return models?
AAI offers two options for models when calculating expected returns: (1) Valuation Dependent, and (2) Yield & Growth. The default model is Valuation Dependent.

  • To change, click on Models at the top of the right-hand pane.
  • At this point, you have the option to select either of the two models or to create a custom blend by clicking +Create New and inputting the blended weights.

How often are the data updated on the Asset Allocation Interactive tool?
Underlying data for AAI are updated monthly. You can sign up for an email alert when the data are updated if you have a website account/profile.      

Can I download a printable version of what I see on the screen?
We plan to introduce downloadable and printable reports in the future, but that functionality is currently unavailable. In the meantime, the information in the PDF reports of the first iteration of our Asset Allocation website are available for download into Excel. The link/icon to download the Excel data is at the bottom right-hand section of the screen.

Am I able to to switch from a scatterplot to a bar chart?
We no longer offer the option of toggling the scatterplot view to a bar chart view. We believe that a bar chart fails to represent the risk axis clearly displayed by a scatterplot. The expected returns information can be downloaded to Excel, so that you can create your own bar chart view.

Frequently Asked Questions

What is Smart Beta Interactive?
Smart Beta Interactive (SBI) provides estimates of expected excess returns for more than 25 strategies and 15 variations of factors over popular benchmarks, in addition to other success measures. SBI offers the ability to analyze expected excess returns and historical returns, as well as various risk measures and markets.

How do I compare strategies or factors?
SBI offers the ability to compare up to six strategies or factors by selecting the Compare tab at the top center section of the tool. Under the Compare tab, you can highlight items from the left-hand list to analyze a time series chart and a quantitative detail card about the highlighted strategies or factors.

How often are the data on the Smart Beta Interactive tool updated?
Underlying data for SBI are updated quarterly. You can sign up for an email alert when the data are updated if you have a website account/profile.   

Can I download a printable version of the screen view?
We plan to introduce downloadable and printable reports in the future, but that functionality is currently not available.

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