In the asset allocation tab on the Household page, we categorize the securities in the client's account by grouping them into broader asset classes. Then, we compare the actual allocation of these assets with the target allocation.
| Broader Asset Class | Asset Class |
| Equity | Equity, International Equity |
| Fixed Income | Bond, MBS, Structured Note, High Yield, Convertible, Preferred |
| Short-Term and Cash | Short-Term, Cash Equivalent |
| Hedge Fund | Hedge Fund: Global Macro, Hedge Fund: Managed Futures, Hedge Fund: Other |
| Derivatives | Option Volatility, Future |
| Commodity | Commodity |
| Alternatives | Alternative, REIT, Annuity, Crypto |
| Currency | Currency |
| Multi | Multi (for multi, when we calculate it, we actually look into it) |
| Other/Unknown | Other, Unknown |