SYSTEM AND METHOD FOR PROVIDING AN ANALYSIS OF THE RELATIVE VOLATILITY OF ASSET CLASSES

摘要

The disclosed technology relates generally to a method and system forevaluating assetclasses and investment categories. Financial advisors, for example, may usethe disclosedtechnology to talk to investors about diversification. The disclosedtechnology allows users toexplore and visualize the concept of diversification. The disclosed technologymay also be usedto help explain and reinforce the importance of diversification byhighlighting the relativevolatility of the asset classes. The disclosed technology, in certainembodiments, lets usersexplore performance of asset classes in several investment categories (e.g.,equity, fixed-income,and alternatives) and shows how a diversified portfolio would have performedover the sametime period.