Asset Allocation Interactive (AAI) Review, Pricing, and Features

Pricing

Key features

• Explore long-term capital market assumptions for more than 140 assets across equities, bonds, commodities, currencies, real estate, hedge funds, private assets, and other asset classes.
• Compare expected returns across six global currencies, with projections shown as annualized geometric averages over a 10-year horizon.
• Switch between Research Affiliates’ valuation-dependent and yield-and-growth expected-return models to understand how assumptions change the forecast.
• Build, save, customize, and blend model portfolios for strategic allocation analysis rather than single-stock research.
• Review expected return and risk forecasts for individual asset classes and complete portfolios in an interactive web interface.
• Use interactive charts to compare historical returns with expected returns and to frame allocation tradeoffs visually.
• Open country dashboards for public equity assets across 41 countries when comparing regional equity opportunities.
• Use recent systematic-equity strategy assumptions, including value and growth breakouts where available, for factor-aware allocation work.
• Download or print selected output for research notes, client conversations, or offline portfolio planning; the Excel export does not include full time-series data.
• Treat every output as hypothetical and methodology-dependent; Research Affiliates does not present AAI as a recommendation engine or guaranteed-return forecast.

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