Abstract: Investment choices are each within a respective asset class of a defined set of asset classes. Investment choices of a first set of the investment choices (e.g., core investment choices) are within a particular asset class and have a performance factor value that is constrained by a performance factor value range defined by a filter structure. Investment choices of a second set of the investment choices (e.g., satellite investment choices) are within the particular asset class and have a performance factor value that may or may not be constrained by the performance factor value range of the first set, but may have a separate and distinct filter structure. The filter structure specifies unique characteristics desired of a set of investment choices, including a relationship between a benchmark performance factor value and a parameter used for determining the performance factor value range.

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 refining 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.