System and method for evaluating exposure across a group of investment portfolios by category
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United States of America Patent
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N/A
Issued Date -
Dec 1, 2005
app pub date -
Dec 30, 2004
filing date -
Dec 31, 2003
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
A system and method are disclosed for evaluating risk exposure across portfolios of investments. The system and method involves storing portfolio data and investment data in a portfolio database, selecting portfolios of interest from the portfolio database, selecting a rule for categorizing the investments in the selected portfolios of interest, selecting a comparative parameter, categorizing the investments contained in the selected portfolios according to the selected rule and quantifying the exposure of the selected portfolios for each category of investments in terms of the selected comparative parameter.
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