VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Asset Allocation Interactive (AAI) — Research Affiliates and ICE Index Platform (ICE Data Indices) will find that Both Asset Allocation Interactive (AAI) — Research Affiliates and ICE Index Platform (ICE Data Indices) concentrate on Data Visualizations workflows, making them natural alternatives for similar investment research jobs. Asset Allocation Interactive (AAI) — Research Affiliates leans into Correlation, and Valuation Models, which can be decisive for teams that need depth over breadth. ICE Index Platform (ICE Data Indices) stands out with Data APIs, and Index Rebalancing that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Asset Allocation Interactive (AAI) — Research Affiliates vs ICE Index Platform (ICE Data Indices)
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Asset Allocation Interactive (AAI) — Research Affiliates adds Correlation, and Valuation Models coverage that ICE Index Platform (ICE Data Indices) skips.
- ICE Index Platform (ICE Data Indices) includes Data APIs, and Index Rebalancing categories that Asset Allocation Interactive (AAI) — Research Affiliates omits.
- Asset Allocation Interactive (AAI) — Research Affiliates highlights: Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them., Interactive Portfolio Builder lets you create, save, and analyze custom portfolios., and Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access..
- ICE Index Platform (ICE Data Indices) is known for: Web portal covering the complete ICE Data Indices universe, with current and historical performance data and constituent statistics., Trial access spans more than 5,000 standard and customized indices, with results shown in local currency and translated into 39 base currencies (both hedged and unhedged)., and Index Analysis tools let users view and download current and historical returns and statistics at both index and constituent level..
- Asset Allocation Interactive (AAI) — Research Affiliates has a free tier, while ICE Index Platform (ICE Data Indices) requires a paid plan.
Asset Allocation Interactive (AAI) — Research Affiliates
interactive.researchaffiliates.com
A free interactive platform that publishes Research Affiliates’ capital market expectations each month. You can explore expected returns, correlations, and efficient frontiers across a wide set of asset classes and geographies. Excel downloads are available (though without full time-series) and charts can be exported. All results are model-based, hypothetical, and provided for informational purposes only.
Platforms
Pricing
Quick highlights
- Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them.
- Interactive Portfolio Builder lets you create, save, and analyze custom portfolios.
- Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access.
- Country dashboards provide data for 41 equity markets (22 developed, 19 emerging), including GDP trends, CAPE ratios, and inflation views.
- Correlation view displays a full heat-map matrix of expected cross-asset relationships.
ICE Index Platform (ICE Data Indices)
indices.ice.com
Enterprise-grade access to ICE’s full index family. The platform supports trial downloads, automated feeds by email or SFTP, and custom index creation with backtests. Many flagship fixed-income indices are available with live updates. Pricing and licensing are handled through direct sales engagement with ICE.
Platforms
Pricing
Quick highlights
- Web portal covering the complete ICE Data Indices universe, with current and historical performance data and constituent statistics.
- Trial access spans more than 5,000 standard and customized indices, with results shown in local currency and translated into 39 base currencies (both hedged and unhedged).
- Index Analysis tools let users view and download current and historical returns and statistics at both index and constituent level.
- Automated delivery of top-level index data and constituent files via email or secure SFTP/managed file transfer.
- Custom Index Tool for building blended or filtered indices and running historical backtests.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Asset Allocation Interactive (AAI) — Research Affiliates
Distinct strengths include:
- Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them.
- Interactive Portfolio Builder lets you create, save, and analyze custom portfolios.
- Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access.
- Country dashboards provide data for 41 equity markets (22 developed, 19 emerging), including GDP trends, CAPE ratios, and inflation views.
ICE Index Platform (ICE Data Indices)
Distinct strengths include:
- Web portal covering the complete ICE Data Indices universe, with current and historical performance data and constituent statistics.
- Trial access spans more than 5,000 standard and customized indices, with results shown in local currency and translated into 39 base currencies (both hedged and unhedged).
- Index Analysis tools let users view and download current and historical returns and statistics at both index and constituent level.
- Automated delivery of top-level index data and constituent files via email or secure SFTP/managed file transfer.
Feature-by-feature breakdown
| Attribute | Asset Allocation Interactive (AAI) — Research Affiliates | ICE Index Platform (ICE Data Indices) |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations Unique: Correlation, Valuation Models | Shared: Data Visualizations Unique: Data APIs, Index Rebalancing |
Asset types Supported asset classes and universes | Stocks, Bonds, Commodities, Real Estate | Bonds, Stocks, Commodities, Currencies |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Advanced |
Platforms Where you can access the product | Web | Web, API |
Pricing High-level pricing models | Free | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Asset Allocation Interactive (AAI) — Research Affiliates and ICE Index Platform (ICE Data Indices) both support?
Both platforms cover Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Asset Allocation Interactive (AAI) — Research Affiliates offers a free entry point, while ICE Index Platform (ICE Data Indices) requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Asset Allocation Interactive (AAI) — Research Affiliates and ICE Index Platform (ICE Data Indices)?
Both Asset Allocation Interactive (AAI) — Research Affiliates and ICE Index Platform (ICE Data Indices) prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Asset Allocation Interactive (AAI) — Research Affiliates differentiates itself with Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them., Interactive Portfolio Builder lets you create, save, and analyze custom portfolios., and Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access., whereas ICE Index Platform (ICE Data Indices) stands out for Web portal covering the complete ICE Data Indices universe, with current and historical performance data and constituent statistics., Trial access spans more than 5,000 standard and customized indices, with results shown in local currency and translated into 39 base currencies (both hedged and unhedged)., and Index Analysis tools let users view and download current and historical returns and statistics at both index and constituent level..
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.