Abstract: A method is disclosed including receiving data relating to the determination of an optimal plan design, and storing the received data in memory on at least one computer; formulating, as optimization questions, a plurality of questions related to determination of an optimal plan design; storing the optimization questions in memory on at least one computer; delivering the optimization questions to a plurality of respondents; receiving, as optimization responses, responses to the optimization questions; creating, as optimization rules, a plurality of rules for using received data and optimization responses to determine an optimized plan design; storing the optimization rules in memory in at least one computer, and performing in a computer an optimization process that applies the optimization rules to the received data and optimization responses in order to determine an optimized plan design.

Abstract: A process for the analysis and selection of financial investments based on a comparative analysis of performance and diversification. Large data sets can be manipulated in a manner that is simple to understand and convenient to use. Historical performance data for investments can be analyzed in respect of every possible investment period using any pre-existing or personally defined quantitative measurement algorithm. The user can apply his or her personal weightings to the various performance measurements based on a combination of attribute and time period to construct a customized scoring process, based on which a comparative ranking of the investments can be created. Further, a complete universe of investments can be segmented into peer groups based on one of a number of similarity/dissimilarity criteria from which the user may choose.

Abstract: A process for the analysis and selection of financial investments based on a comparative analysis of performance and diversification. Large data sets can be manipulated in a manner that is simple to understand and convenient to use. Historical performance data for investments can be analyzed in respect of every possible investment period using any pre-existing or personally defined quantitative measurement algorithm. The user can apply his or her personal weightings to the various performance measurements based on a combination of attribute and time period to construct a customized scoring process, based on which a comparative ranking of the investments can be created. Further, a complete universe of investments can be segmented into peer groups based on one of a number of similarity/dissimilarity criteria from which the user may choose.

Abstract: A process for the analysis and selection of financial investments based on a comparative analysis of performance and diversification. Large data sets can be manipulated in a manner that is simple to understand and convenient to use. Historical performance data for investments can be analyzed in respect of every possible investment period using any pre-existing or personally defined quantitative measurement algorithm. The user can apply his or her personal weightings to the various performance measurements based on a combination of attribute and time period to construct a customized scoring process, based on which a comparative ranking of the investments can be created. Further, a complete universe of investments can be segmented into peer groups based on one of a number of similarity/dissimilarity criteria from which the user may choose.