Custom Tools - Asset Allocation - Cumulative Returns

Step 3 of the custom Asset Allocation suite shows the cumulative returns. Here, the salesperson would use the sliders to build a portfolio matching the prospect's preferences. He can re-allocate amounts by dragging the black diamond sliders to see what his current position would be and he can explore what-if by changing his portfolio mix. Industry indexes are shown by turning on the check mark next to the index name. To move to the final part of the asset allocation suite, the Comparison Report, click on the NEXT button.

This is not live data. This data is for demonstration purposes only.