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Risk & Return
Matching People With PortfoliosIFA Index Portfolios Overview
IFA Index Portfolios
IFA offers 100 Index Portfolios, which are individualized and indexed. The Index Portfolios are allocated among three broad asset classes: fixed income (bonds), U.S. stocks and foreign stocks. The stocks are further divided by size and value (book-to-market ratio).
Risk & Return
This correlation of risk and return provides investors with the opportunity to invest in a targeted asset allocation that matches their Risk Capacity. It is important to understand how risk is measured and the correlation it has on an expected return.
Matching People with Portfolios
IFA matches investors by carefully qualifying and quantifying Risk Capacity and matching it to the Risk Exposure of IFA's Portfolios. This replaces speculation with science, employing a disciplined approach that emphasizes broad diversification and consistent structure.
What's your Risk Capacity?
Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.
Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.
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TermsDisclosuresIndex DescriptionsForm CRS The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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