Economic Inputs
We use your inputs for all required Modern Portfolio Theory data points for asset classes and model portfolios or managed accounts. This adds a dimension not available in typical “gap analysis” reports. Specifically, The Retirement Analyst is able to calculate expected returns, internal rates of return and standard deviation for individual participants, which adds a higher level of investment analysis than the standard fund level analysis.
We use your inputs for all required Modern Portfolio Theory data points for asset classes and model portfolios or managed accounts. This adds a dimension not available in typical “gap analysis” reports. Specifically, The Retirement Analyst is able to calculate expected returns, internal rates of return and standard deviation for individual participants, which adds a higher level of investment analysis than the standard fund level analysis.
