Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013
Rob Arnott, Research Affiliates

24706

Research Affiliates launches revamped asset allocation interactive website

RELATED TOPICS​

Research Affiliates has launched 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.
 
Rob Arnott (pictured), Chairman and CEO, Research Affiliates, says: 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. Withs 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 emphasise 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, says: 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, says: “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.”

Latest News

Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins..
Discretionary fund manager ebi Portfolios, and asset manager Amundi have launched the SRI portfolio range,..
Regulatory and compliance issues are the most significant barriers to investment in private debt, according..

Related Articles

n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to Cerulli Associates...
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US..
Lord Hollick, House of Lords
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with genuine independence from government and how they are held to account...
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with..
Rob Edwards, Morningstar
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed bag in 2023...
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed..
David Vieira, JTC Group
Investment trusts are the latest sector of the financial services industry to come under fire for failing to cater adequately for responsible investors...
Investment trusts are the latest sector of the financial services industry to come under fire for failing to cater adequately..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by