FAQ

59. What’s the difference between diversification and allocation?

Quick Answer:
Diversification spreads risk; allocation defines how much of each asset type you hold.


Learn More:
Diversification reduces exposure to any single risk; allocation shapes your portfolio’s overall risk-return profile. Think of diversification as breadth and allocation as balance. Findex presents both views visually, helping investors understand where exposure clusters.

Sign up for Early Access!

Experience the future of self serviced private banking.

Thank you! We've added you to the early access list. We'll get back to you if you're selected!
Oops! Something went wrong while submitting the form. Try again
No payment information required!