Portfolio Analytics

Portfolio Analytics provides technical information on the portfolio model used in your Investment Policy Statement [IPS]. The model employs historical returns, variances and asset class correlations for the period January 1973 through the end the previous year. The model focuses on the economic consequences of the strategic asset allocation decision. It does not take into account contributions and withdrawals, expenses, and taxes. As such, it is an asset allocation model not a prediction of actual future wealth or portfolio withdrawals (consumption). The model’s output is expressed in constant (inflation-adjusted) dollar wealth; and, real (inflation-adjusted) investment returns.

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