- Boston MA, US Kevin McMahon - Boston MA, US Daniel Rollins - Boston MA, US Brigham Prescott - Boston MA, US
Assignee:
John Hancock Life Insurance Company (U.S.A.) - Boston MA
International Classification:
G06Q 40/06 G06F 3/0484 G06F 17/24
Abstract:
The disclosed technology relates generally to a method and system for evaluating asset classes and investment categories. Financial advisors, for example, may use the disclosed technology to talk to investors about diversification. The disclosed technology allows users to explore and visualize the concept of diversification. The disclosed technology may also be used to help explain and reinforce the importance of diversification by highlighting the relative volatility of the asset classes. The disclosed technology, in certain embodiments, lets users explore performance of asset classes in several investment categories (e.g., equity, fixed-income, and alternatives) and shows how a diversified portfolio would have performed over the same time period.