Managing an investment portfolio

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United States of America Patent

APP PUB NO 20050108134A1
SERIAL NO

10712082

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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There are methods and apparatus, including computer program products, for managing an investment portfolio. For example, there is a method that includes receiving asset classes with corresponding sets of financial data, determining variation information for the sets of financial data, and determining a final set of factors based on the variation information.

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Patent Owner(s)

Patent OwnerAddress
FMR CORP82 DEVONSHIRE STREET BOSTON MA 02109

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Harlow, William Van Concord, MA 2 66
Penanhoat, Eric Francois Scituate, MA 1 33
Wolf, Ralph Joseph Lunenburg, MA 5 52

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