Investments

IFA Index Portfolios (Risk-Based)

IFA's 100 Index Portfolios are globally diversified across 45 countries and over 13,000 companies, and, built in accordance with Nobel Prize winning research and evidence-based analysis of historic stock market data.

IFA's asset allocation models are designed to capture the six dimensions of risk exposures that historically have been associated with higher expected returns over very long periods of time and match them with their individual risk capacity. General asset allocations for 10 of these portfolios are presented below. The portfolios are labeled 5 through 100 in five-point increments. IFA Index Portfolio 5, which is designed with the lowest anticipated risk exposure and return potential, is tilted toward fixed income with a minor investment in stock. Conversely, IFA Index Portfolio 100, which is designed with the highest anticipated risk exposure and return potential, has no fixed income and the stock indexes are tilted toward small and value companies in the U.S. and international markets.