PRESS RELEASE
A Decade of Fundamentals-Based Insights: Research Affiliates Showcases the Accuracy of Their Asset Allocation Interactive CMEs Tool
Research Article and Webinar Explore AAI's Forecasting Accuracy, New Features, & 2025 Market Outlook
Newport Beach, CA – January 13, 2025 – Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, today announced its celebrating ten years of its Asset Allocation Interactive (AAI) online capital market expectations (CMEs) tool. To showcase the 10-year full-cycle of the tool, a new research article, “Asset Allocation Interactive at 10 Years: The Good, the Not Too Bad, and the Ugly,” was published today reflecting on the accuracy of the fundamentally motivated CMEs as a prediction analysis tool
Additionally, the company will host a webinar on January 16th titled “10 Years of Asset Allocation Interactive: Evaluating the Results of Conditional Return Expectations.” The webinar will be hosted by Jim Masturzo, Partner and Chief Investment Officer, Multi-Asset Strategies, and Brent Leadbetter, Partner and Head of Solutions Distribution at Research Affiliates.
“We built Asset Allocation Interactive from scratch ten years ago to provide investors and advisors with a foundational tool for strategic asset allocation,” said Jim Masturzo. “With 10 full years of data, it is a perfect time to assess our results. Overall, AAI’s capital markets expectations have largely been on target, anticipating the rank order of most realized returns by asset. Currency and inflation expectations are one area where we think we can improve, but AAI’s results over ten years clearly demonstrate its considerable value for investors focused on asset allocation and portfolio construction.”
Asset Allocation Interactive is Research Affiliates’ proprietary and comprehensive online tool for analyzing capital markets expectations. It provides advisors and investors with long-term expected returns and model portfolios to help make informed investment decisions. AAI allows users to create, save, and blend customized portfolios with expected returns for more than 140 assets and model portfolios. It features two expected return models: valuation-dependent and yield-and-growth.
Additional features include a portfolio build and analysis tool, public equity assets for 41 countries, interactive charts, historical and expected returns, country view dashboards, and the ability to download and print.
“AAI is available for free on the Research Affiliates website, and is updated and improved regularly,” said Brent Leadbetter. “We have recently added expected returns for systematic equity strategies and broken out value and growth. AAI is a living tool, and we think one of the very best free tools available when it comes to asset allocation and portfolio construction.”
Research Affiliates and AAI were recently honored at the 2024 ThinkAdvisor Luminaries Awards for Thought Leadership and Education, where AAI was also a finalist in the Innovation Category. At the 2024 WealthManagement.com "Wealthies" award, AAI was named a finalist in Industry Research Provider category. Kiplinger's also named AAI one of "5 Great Tools for DIY Stock Investors."
The webinar is open to all financial professionals interested in understanding how to use AAI effectively for asset allocation and portfolio construction. Please click here to register.
About Research Affiliates
Research Affiliates is a globally recognized investment advisor established in 2002. Its mission is to challenge conventional wisdom and revolutionize the investment community for the benefit of investors through innovative research and product development. The company offers industry-leading smart beta and enhanced indexing, quantitative active equity, and multi-asset products. Research Affiliates believes that because market prices are not perfectly efficient, systematic investment strategies can provide opportunity for improved investment performance. It partners with some of the world's largest investment managers and offers mutual funds, ETFs, commingled funds, and separately managed accounts. As of June 30, 2024, the firm has over $147 billion in assets under management through strategies developed by Research Affiliates.
Web: www.researchaffiliates.com
LinkedIn: @Research-Affiliates
Twitter: @ra_insights
Contact:
Tyler Bradford
Hewes Communications, Inc.
+1 (212) 207-9454
hewesteam@hewescomm.com
Disclosures
Neither Research Affiliates, LLC, nor its related entities provide investment advice outside of the United States, Ireland, Australia, 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#patent-trademarks-copyright, 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.
Research Affiliates, LLC relies on an exemption from the requirement to hold an Australian financial services license by operation of ASIC Class Order 03/1100.
RAFI Indices, LLC does not offer or provide investment advice or offer or sell any securities, commodities, or derivative instruments or products. The RAFI trademark is used under license by RAFI Indices, LLC. The RAFI Indices, LLC, corporate name and all related logos are the exclusive intellectual property of RAFI Indices, LLC.
