Analysis and visual presentation of dataset components

Abstract

Methods and systems are disclosed for evaluating and visually displaying the performance of individual components of a portfolio of assets. Information regarding a portfolio may be received and parsed into individual components. The performance of each component may be evaluated by way of performance metrics and compared against corresponding alternative parts. A visual display may be generated that charts the performance of each component against replicability by the corresponding alternative component. Within such a display, each component may be represented by a respective icon, and the size of the icon may correspond to relative size (proportion) of the represented component within the portfolio. Each icon may also have different colors (and saturation thereof) to indicate different information (e.g., degrees of replicability, differences in performance metrics) regarding the represented component.

Description

CROSS-REFERENCE TO RELATED APPLICATIONS[0001]The present patent application is a continuation and claims the priority benefit of U.S. patent application Ser. No. 16 / 360,482 filed Mar. 21, 2019, which claims the priority benefit of U.S. patent application 62 / 619,838 filed Jan. 21, 2018, the disclosures of which are incorporated by reference herein.BACKGROUND OF THE INVENTION1. Field of the Invention[0002]The invention relates to evaluating the performance of a portfolio's components. More specifically, the invention relates to examining portfolio component performance, as well as replacing an underperforming portfolio component with a higher performing suggested portfolio component while preserving the essential risk factor profile of the portfolio as a whole.2. Description of the Related Art[0003]Portfolio managers at financial institutions manage numerous client portfolios. One of the ways a portfolio manager adds value to a portfolio in service of their clients is by monitoring th...

AI Technical Summary

Benefits of technology

This method enables efficient evaluation and replacement of underperforming portfolio components, improving overall portfolio performance by preserving the risk factor profile and providing a visual interface for easy comparison and decision-making.

Problems solved by technology

However, determining which portion of a portfolio results in under-performance (and to what extent) can be difficult as there may be numerous components, each having a different effect.

As such, monitoring a portfolio on a regular basis can be time-consuming and difficult to do consistently.

Further, determining proper metrics to evaluate the value-add in performance of individual components can be challenging.

In addition, even when numerous metrics are available, the problem becomes how to identify which metrics are relevant to and indicative of performance and of effect on the whole portfolio.

Furthermore, a report that expresses such metrics in textual and / or numeric form can be extremely dense and opaque for a person (especially clients) to grasp readily or to easily perform apples-to-apples comparisons across a variety of different metrics.

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