Periodic Table Tool
This tool allows you to create custom dynamic comparisons of market indices, Lipper Category Averages, and/or sample diversified portfolios to illustrate their returns and volatility over time.
Important Points to Consider With Clients
- Is a portfolio properly diversified, or is it taking on more risk than necessary by being too heavily weighted in one category?
- What would the returns of a diversified portfolio look like over time compared to a single benchmark?
- What would the difference in volatility be with a properly diversified portfolio compared to indices like the S&P 500 or the Russell 1000?
Use the generated client-approved PDF report with or without the highlighted benchmark from the preview to support the story of diversification. Illustrate that predicting how any one specific asset class or benchmark will perform is impossible, however owning a mix of assets across different market caps and styles can significantly reduce the risk and volatility of returns in a portfolio.