S&P Target Risk Indices Suggested as Benchmarks for Model Portfolios
Under Consideration
When comparing/analyzing model portfolios, often times a single benchmark such as the S&P 500 or Barclays US Agg aren't great fits if you're looking at balanced allocations.
Our S&P Target Risk Indices are generally much better solutions, however many clients don't know they exist, how to find them, or what asset allocations they cover. I think if we included these as a suggestion within the '?' pop up it would be extremely helpful for our users. Something similar to the below:
Conservative - ^STRD
Moderate - ^STRB
Growth - ^STRC
Aggressive - ^STRA
If needed, additional info can be found on the factsheet and methodology reports on this page: https://us.spindices.com/indices/multi-asset/sp-target-risk-aggressive-index
Is there any chance we can add these indices on a total return basis?
Is there any chance we can add these indices on a total return basis?
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