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When I look at the Asset Class Allocations for the 20 portfolios, the portfolio number does not match the percent allocated to equities. Why is this?

April 26, 2017allocations ASSET class look percent portfolio portfolios

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When I look at the Asset Class Allocations for the 20 portfolios, the portfolio number does not match the percent allocated to equities. Why is this?

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The portfolio numbers are not indicators of allocation to equities, rather they correspond to a risk scale ranging from 5-100 in five-point increments. Each of the 20 IFA Index Portfolios is designed so that an investor can match their results of Step 10’s Risk Capacity Survey to one of the IFA Index Portfolios.