System and method configured for facilitating financial analysis

Abstract

A method comprises determining a plurality of investment performance scores, determining a plurality of investment index performance scores and assessing each one of the investment performance scores dependent upon a respective one of the investment index. Each one of the investment performance scores corresponds to a respective investment of an investment portfolio. Each one of the investment index performance scores corresponds to a respective investment index. The respective investment index corresponds to a respective one of the investment performance scores. The method may comprise determining a collection of indices that each corresponds to a respective investment of the investment portfolio of the client, determining a composite investment index performance score dependent upon the indices, and assessing the investment portfolio dependent upon the composite investment index performance score.

1 . A method, comprising:
 at least one data processing device of a data computing system accessing, from memory coupled to said at least one data processing device, instructions causing said at least one data processing device to determine an asset class of an allocated investment of an investment portfolio;   said at least one data processing device accessing, from said memory, instructions causing said at least one data processing device to determine a plurality of non-allocated investments within the asset class; and   said at least one data processing device accessing, from said memory, instructions causing said at least one data processing device to perform a comparative performance assessment between the allocated investment and said non-allocated investments dependent upon a composite investment performance score for each one of said allocated and non-allocated investments, wherein causing said at least one data processing device to perform the comparative performance assessment includes causing said at least one data processing device to provide a weighting structure including a plurality of performance criteria and a plurality of performance factors selected to provide a desired investment effect for the allocated investment, provide a relative weighting value for each one of said performance criteria and for each one of said performance factors selected to provide the desired investment effect, provide a performance factor value corresponding to each one of said performance factors for each one of said allocated and non-allocated investments, derive a score for each one of said performance factors using the corresponding one of said investment performance factor values and the corresponding relative weighting value, and derive the composite investment performance score for each one of said allocated and non-allocated investments from said investment performance factor scores and the corresponding relative weighting value for each one of said performance criteria and wherein a first group of said performance factors subtends from a first one of said performance criteria, a second group of performance factors subtends from a second one of said performance criteria, and at least one of said performance factors is a time-based measurement of at least one of said performance criteria.   
     
     
         2 . The method of  claim 1  wherein the plurality of performance criteria comprises a first performance criteria associated with risk of said allocated and non-allocated investments and a second performance criteria associated with return of said allocated and non-allocated investments. 
     
     
         3 . The method of  claim 1  wherein the plurality of performance criteria includes at least one of performance criteria associated with risk of said allocated and non-allocated investments and performance criteria associated with return of said allocated and non-allocated investments. 
     
     
         4 . The method of  claim 3  wherein the plurality of performance criteria includes at least one performance criteria not associated with risk or return of said allocated and non-allocated investments. 
     
     
         5 . The method of  claim 1  wherein causing said at least one data processing device to provide the plurality of allocated and non-allocated investments includes causing said at least one data processing device to provide the plurality of allocated and non-allocated investments from the same asset class. 
     
     
         6 . The method of  claim 1  wherein the plurality of performance criteria includes at least one performance criteria not associated with risk or return of said allocated and non-allocated investments. 
     
     
         7 . The method of  claim 1  wherein said instructions are further configured for causing said at least one data processing device to:
 rank each one of said allocated and non-allocated investments based at least partially on the composite investment performance score.   
     
     
         8 . The method of  claim 1 , further comprising:
 said at least one data processing device accessing, from said memory, instructions causing said at least one data processing device to provide an investment performance index for the asset class;   said at least one data processing device accessing, from said memory, instructions causing said at least one data processing device to provide a relative weighting value for each one of said performance criteria and for each one of said performance factors for the investment performance index;   said at least one data processing device accessing, from said memory, instructions causing said at least one data processing device to perform a comparative assessment between said allocated and non-allocated investments and the investment performance index at least partially based on a composite investment index performance score of the investment performance index and a composite investment performance score of each one of said allocated and non-allocated investments, wherein the composite investment index performance score for the investment performance index is derived from scores generated using each one of said performance factors and the corresponding relative weighting value for each one of said performance criteria for the investment performance index and wherein the score for each one of said performance factors for the investment performance index is derived from a corresponding performance factor value for the investment performance index and the corresponding relative weighting value.   
     
     
         9 . A system, comprising:
 at least one data processing device;   instructions processable by said at least one data processing device; and   an apparatus from which said instructions are accessible by said at least one data processing device;   wherein said instructions are configured for causing said at least one data processing device to:
 determine an asset class of an allocated investment of an investment portfolio; 
 determine a plurality of non-allocated investments within the asset class; and 
 perform a comparative performance assessment between the allocated investment and said non-allocated investments dependent upon a composite investment performance score for each one of said allocated and non-allocated investments, wherein causing said at least one data processing device to perform the comparative performance assessment includes causing said at least one data processing device to provide a weighting structure including a plurality of performance criteria and a plurality of performance factors selected to provide a desired investment effect for the allocated investment, provide a relative weighting value for each one of said performance criteria and for each one of said performance factors selected to provide the desired investment effect, provide a performance factor value corresponding to each one of said performance factors for each one of said allocated and non-allocated investments, derive a score for each one of said performance factors using the corresponding one of said investment performance factor values and the corresponding relative weighting value, and derive the composite investment performance score for each one of said allocated and non-allocated investments from said investment performance factor scores and the corresponding relative weighting value for each one of said performance criteria and wherein a first group of said performance factors subtends from a first one of said performance criteria, a second group of performance factors subtends from a second one of said performance criteria, and at least one of said performance factors is a time-based measurement of at least one of said performance criteria. 
   
     
     
         10 . The system of  claim 9  wherein the plurality of performance criteria comprises a first performance criteria associated with risk of said allocated and non-allocated investments and a second performance criteria associated with return of said allocated and non-allocated investments. 
     
     
         11 . The system of  claim 9  wherein the plurality of performance criteria includes at least one of performance criteria associated with risk of said allocated and non-allocated investments and performance criteria associated with return of said allocated and non-allocated investments. 
     
     
         12 . The system of  claim 9  wherein causing said at least one data processing device to provide the plurality of allocated and non-allocated investments includes causing said at least one data processing device to provide the plurality of allocated and non-allocated investments from the same asset class. 
     
     
         13 . The system of  claim 9  wherein the plurality of performance criteria includes at least one performance criteria not associated with risk or return of said allocated and non-allocated investments. 
     
     
         14 . The system of  claim 9  wherein said instructions are further configured for causing said at least one data processing device to:
 rank each one of said allocated and non-allocated investments based at least partially on the composite investment performance score.   
     
     
         15 . A computer-readable medium having tangibly embodied thereon and accessible therefrom a set of instructions interpretable by at least one data processing device, said set of instructions configured for causing said at least one data processing device to carry out operations for:
 determining an asset class of an allocated investment of an investment portfolio;   determining a plurality of non-allocated investments within the asset class; and   performing a comparative performance assessment between the allocated investment and said non-allocated investments dependent upon a composite investment performance score for each one of said allocated and non-allocated investments, wherein performing the comparative performance assessment includes providing a weighting structure including a plurality of performance criteria and a plurality of performance factors selected to provide a desired investment effect for the allocated investment, providing a relative weighting value for each one of said performance criteria and for each one of said performance factors selected to provide the desired investment effect, providing a performance factor value corresponding to each one of said performance factors for each one of said allocated and non-allocated investments, deriving a score for each one of said performance factors using the corresponding one of said investment performance factor values and the corresponding relative weighting value, and deriving the composite investment performance score for each one of said allocated and non-allocated investments from said investment performance factor scores and the corresponding relative weighting value for each one of said performance criteria and wherein a first group of said performance factors subtends from a first one of said performance criteria, a second group of performance factors subtends from a second one of said performance criteria, and at least one of said performance factors is a time-based measurement of at least one of said performance criteria.   
     
     
         16 . The computer-readable medium of  claim 15  wherein the plurality of performance criteria comprises a first performance criteria associated with risk of said allocated and non-allocated investments and a second performance criteria associated with return of said allocated and non-allocated investments. 
     
     
         17 . The computer-readable medium of  claim 15  wherein the plurality of performance criteria includes at least one of performance criteria associated with risk of said allocated and non-allocated investments and performance criteria associated with return of said allocated and non-allocated investments. 
     
     
         18 . The computer-readable medium of  claim 15  wherein the plurality of performance criteria includes at least one performance criteria not associated with risk or return of said allocated and non-allocated investments. 
     
     
         19 . The computer-readable medium of  claim 15  wherein said instructions are further configured for causing said at least one data processing device to carry out operations for:
 ranking each one of said allocated and non-allocated investments based at least partially on the composite investment performance score.   
     
     
         20 . The computer-readable medium of  claim 15  wherein said instructions are further configured for causing said at least one data processing device to carry out operations for:
 providing an investment performance index for the asset class;   providing a relative weighting value for each one of said performance criteria and for each one of said performance factors for the investment performance index;   performing a comparative assessment between said allocated and non-allocated investments and the investment performance index at least partially based on a composite investment index performance score of the investment performance index and a composite investment performance score of each one of said allocated and non-allocated investments, wherein the composite investment index performance score for the investment performance index is derived from scores generated using each one of said performance factors and the corresponding relative weighting value for each one of said performance criteria for the investment performance index and wherein the score for each one of said performance factors for the investment performance index is derived from a corresponding performance factor value for the investment performance index and the corresponding relative weighting value.