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Notes.txt
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Notes.txt
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https://www.soa.org/resources/tables-calcs-tools/research-scenario/
Notes on file names, corresponding asset classes, description, and example.
Two asset classes, FIXED and BALANCED, are a mix of classes listed above,
and could be removed(total of 7)
Asset Class Short Name File
Money Market / Short-Term MONEY MONEY.csv
U.S. Intermediate Term Government Bonds U.S. ITGVT INTGOV.csv
U.S. Long Term Corporate Bonds U.S. LTCORP LTCORP.csv
Diversified Large Capitalized U.S. Equity US US.csv
Diversified International Equity INT INT.csv
Intermediate Risk Equity SMALL SMALL.csv
Aggressive or Specialized Equity AGGR AGGR.csv
Diversified Fixed Income FIXED FIXED.csv
Diversified Balanced Allocation BALANCED BALANCED.csv
Asset Class Example
Money Market 3 Month Treasury returns
U.S. ITGVT U.S. Intermediate Term Government Bonds
U.S. LTCORP U.S. Long Term Corporate Bonds
Diversified Large Cap U.S. Equity S&P500 Total Return Index
Diversified International Equity MSCI-EAFE $USD Total Return Index
Intermediate Risk Equity U.S. Small Capitalization Index
Aggressive Equity Emerging Markets, NASDAQ, Hang Seng
Fixed Income 65% ITGVT + 35% LTCORP
Balanced 60% Diversified Equity + 40% Fixed Income