Decision assistance platform configured for facilitating financial consulting services

Abstract

A system includes instructions configured for enabling the one or more data processing device to facilitate preparing client-specific template information and determining client-specific consulting information dependent upon the client-specific template information. The client specific template information includes performance criteria, weightings, defined investment dataset information, filters configured for refilling investment dataset information and/or process instructions. Examples of client specific consulting information include investment index performance scores, performance scores of investments in an investment portfolio, objectively quantified investment choices, asset class corresponding to allocated investment within an investment portfolio, comparative performance analyses between allocated investments and non-allocated investments represented within an asset class, and other information utilized by an investor for making investment decisions.

1 . 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:
 outputting a visual depiction of a composite investment performance score for each one of a plurality of investments within a common asset class and for an investment index of the common asset class, wherein each one of said investments is one of an actual investment within an investment portfolio and an investment choice available for inclusion within an investment portfolio;   outputting a numeric value for each one of said composite investment performance scores in combination with each one of said composite investment performance score visual depictions; and   outputting a numeric value for the composite investment index performance score in combination with the composite investment index performance score visual depiction.   
     
     
         2 . The computer-readable medium of  claim 1  wherein:
 outputting the visual depiction of each one of said composite investment performance scores includes outputting at least one of an investment designation and a fund manager designation for each one of said composite investment performance scores; and 
 outputting the visual depiction of the composite investment index performance score includes outputting at least one of an investment index designation and a fund manager designation for the composite investment index performance score. 
 
     
     
         3 . The computer-readable medium of  claim 1  wherein a dimensional attribute of the visual depiction of each one of said composite investment performance scores is proportional to the dimensional attribute of the visual depiction of each other one of said composite investment performance scores and to a dimensional attribute of the visual depiction of the composite investment index performance score. 
     
     
         4 . The computer-readable medium of  claim 1  further comprising:
 outputting a visual depiction of each one of a plurality of performance factor scores for each one of said investments and for the investment index; 
 wherein a dimensional attribute of the visual depiction of each one of said performance factor scores for a particular one of said investments is proportional to the dimensional attribute of the visual depiction of each to other one of said performance factor scores for the particular one of said investments and to a dimensional attribute of said composite investment performance score visual depiction for the particular one of said investments; and 
 wherein a dimensional attribute of the visual depiction of each one of said performance factor scores for the investment index is proportional to the dimensional attribute of the visual depiction of each other one of said performance factor scores for the investment index and to a dimensional attribute of said composite investment index performance score visual depiction. 
 
     
     
         5 . The computer-readable medium of  claim 4  wherein:
 each one of said composite investment performance score visual depictions is an elongated bar of a respective length; 
 said composite investment index performance score visual depiction includes an elongated bar of a respective length; and 
 each one of said performance factor score visual depictions for said investments and for the investment index includes an elongated bar of a respective length. 
 
     
     
         6 . The computer-readable medium of  claim 1  wherein providing the composite performance score for each one of said investments and for the investment index includes:
 providing a weighting structure including a plurality of performance criteria and a plurality of performance factors selected to provide a desired investment effect, 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 to time-based measurement of at least one of said performance criteria; 
 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; and 
 deriving each one of said performance scores from scores generated using each one of said performance factors and the corresponding relative weighting value for each one of said performance criteria and wherein the score for each one of said performance factors is derived using a corresponding performance factor value for the respective one of said investments or said indices and the corresponding relative weighting value. 
 
     
     
         7 . A performance report depicting a comparative investment performance assessment made by a method comprising:
 outputting a visual depiction of a composite investment performance score for each one of a plurality of investments within a common asset class and for an investment index of the common asset class, wherein each one of said investments is one of an actual investment within an investment portfolio and an investment choice available for inclusion within an investment portfolio;   outputting a numeric value for each one of said composite investment performance scores in combination with each one of said composite investment performance score visual depictions; and   outputting a numeric value for the composite investment index performance score in combination with the composite investment index performance score visual depiction.   
     
     
         8 . The performance report made by the method of  claim 7  wherein:
 outputting the visual depiction of each one of said composite investment performance scores includes outputting at least one of an investment designation and a fund manager designation for each one of said composite investment performance scores; and 
 outputting the visual depiction of the composite investment index performance score includes outputting at least one of an investment index designation and a fund manager designation for the composite investment index performance score. 
 
     
     
         9 . The performance report made by the method of  claim 7  wherein a dimensional attribute of the visual depiction of each one of said composite investment performance scores is proportional to the dimensional attribute of the visual depiction of each other one of said composite investment performance scores and to a dimensional attribute of the visual depiction of the composite investment index performance score. 
     
     
         10 . The performance report made by the method of  claim 7  further comprising:
 outputting a visual depiction of each one of a plurality of performance factor scores for each one of said investments and for the investment index; 
 wherein a dimensional attribute of the visual depiction of each one of said performance factor scores for a particular one of said investments is proportional to the dimensional attribute of the visual depiction of each other one of said performance factor scores for the particular one of said investments and to a dimensional attribute of said composite investment performance score visual depiction for the particular one of said investments; and 
 wherein a dimensional attribute of the visual depiction of each one of said performance factor scores for the investment index is proportional to the dimensional attribute of the visual depiction of each other one of said performance factor scores for the investment index and to a dimensional attribute of said composite investment index performance score visual depiction. 
 
     
     
         11 . The performance report made by the method of  claim 10  wherein:
 each one of said composite investment performance score visual depictions is an elongated bar of a respective length; 
 said composite investment index performance score visual depiction includes an elongated bar of a respective length; and 
 each one of said performance factor score visual depictions for said investments and for the investment index includes an elongated bar of a respective length. 
 
     
     
         12 . The performance report made by the method of  claim 7  wherein the composite performance score for each one of said investments and for the investment index is generated by:
 providing a weighting structure including a plurality of performance criteria and a plurality of performance factors selected to provide a desired investment effect, 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; 
 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; and 
 deriving each one of said performance scores from scores generated using each one of said performance factors and the corresponding relative weighting value for each one of said performance criteria and wherein the score for each one of said performance factors is derived using a corresponding performance factor value for the respective one of said investments or said indices and the corresponding relative weighting value. 
 
     
     
         13 . A graphical representation interface for outputting a performance report depicting a comparative investment performance assessment, comprising:
 a visual depiction of a composite investment performance score for each one of a plurality of investments within a common asset class and for an investment index of the common asset class, wherein each one of said investments is one of an actual investment within an investment portfolio and an investment choice available for inclusion within an investment portfolio;   a numeric value for each one of said composite investment performance scores in combination with each one of said composite investment performance score visual depictions; and   a numeric value for the composite investment index performance score in combination with the composite investment index performance score visual depiction.   
     
     
         14 . The graphical representation interface of  claim 13  wherein:
 the visual depiction of each one of said composite investment performance scores includes at least one of an investment designation and a fund manager designation for each one of said composite investment performance scores; and 
 the visual depiction of the composite investment index performance score includes at least one of an investment index designation and a fund manager designation for the composite investment index performance score. 
 
     
     
         15 . The graphical representation interface of  claim 13  wherein a dimensional attribute of the visual depiction of each one of said composite investment performance scores is proportional to the dimensional attribute of the visual depiction of each other one of said composite investment performance scores and to a dimensional attribute of the visual depiction of the composite investment index performance score. 
     
     
         16 . The graphical representation interface of  claim 13 , further comprising:
 a visual depiction of each one of a plurality of performance factor scores for each one of said investments and for the investment index;   wherein a dimensional attribute of the visual depiction of each one of said performance factor scores for a particular one of said investments is proportional to the dimensional attribute of the visual depiction of each other one of said performance factor scores for the particular one of said investments and to a dimensional attribute of said composite investment performance score visual depiction for the particular one of said investments; and   wherein a dimensional attribute of the visual depiction of each one of said performance factor scores for the investment index is proportional to the dimensional attribute of the visual depiction of each other one of said performance factor scores for the investment index and to a dimensional attribute of said composite investment index performance score visual depiction.   
     
     
         17 . The graphical representation interface of  claim 16  wherein:
 each one of said composite investment performance score visual depictions is an elongated bar of a respective length; 
 said composite investment index performance score visual depiction includes an elongated bar of a respective length; and 
 each one of said performance factor score visual depictions for said investments and for the investment index includes an elongated bar of a respective length. 
 
     
     
         18 . The graphical representation interface of  claim 13  wherein the composite performance score for each one of said investments and for the investment index is generated by:
 providing a weighting structure including a plurality of performance criteria and a plurality of performance factors selected to provide a desired investment effect, 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; 
 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; and 
 deriving each one of said performance scores from scores generated using each one of said performance factors and the corresponding relative weighting value for each one of said performance criteria and wherein the score for each one of said performance factors is derived using a corresponding performance factor value for the respective one of said investments or said indices and the corresponding relative weighting value.