The Tool plays a critical role in constructing an unlimited number of custom portfolios.  A necessity for taxable accounts.

The Tool enables all decision-makers of the portfolio the ability to understand the odds of achieving the overall objective from each investment decision.

The Tool helps to avoid those investments that are priced to produce the least amount of return.

The Tool guides the limited resources of research to those investments with the highest expected returns.

The Tool helps to understand the benefits and challenges when swapping and asset.

The Tool helps to explain the reasons for each investment decision with empirical evidence versus an opinion a welcome characteristic for compliance.

The Tool helps avoid conflicts of interest, given the self-serving importance that managers have when communicating with them.  Managers will not suggest that their strategy is likely to perform poorly. We need to know that independently.