Clients
Select a client to view and edit their Avos baseline configuration.
Holdings
Click any account to set its asset breakdown and management details.
Asset Summary
Current Allocation
Proposed Allocation
Expected Return and Risk
Annualized expected return and volatility, on a nominal, excess-of-cash, and real (inflation-adjusted) basis.
| Current | Proposed | |||||
|---|---|---|---|---|---|---|
| Nominal | Excess | Real | Nominal | Excess | Real | |
Asset Class Considerations
click to collapse
Why we hold each asset class and the target weight in the proposed allocation. Weights are editable.
Reference Rates
Used to compute excess and real returns across all assets.
Asset Inputs
Per-bucket nominal return and volatility. Excess and Real are derived from the reference rates above.
| Bucket | μ Nominal | μ Excess | μ Real | σ (Vol) | Default Tax | Source |
|---|
Default Proposed Allocation
Sets the starting point for the client-side proposed allocation. Client can override on their page.
| Bucket | Default Weight |
|---|---|
| Total |
Avos Core RP Target
Reference allocation used internally for the Active analysis (drives pie chart shading; not surfaced to client).
| Bucket | Weight |
|---|
What We Believe
Editable narrative shown next to each asset class on the client-facing Asset Class Considerations table.
| Asset Class | What We Believe |
|---|
Correlation Matrix
Editable correlation estimates between buckets. Matrix is symmetric — editing either side auto-updates the mirror. Diagonal is locked at 1.00. Hover any header for the full bucket name.
Active Analysis (internal)
Decomposition vs Avos Core RP target. Used for chart styling.
| Bucket | Current | Core RP | Active (Current − Core) | Proposed | Active (Proposed − Core) |
|---|