System and method for allocating investor wealth to at least one risky asset and life insurance

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United States of America Patent

APP PUB NO 20070255638A1
SERIAL NO

11415336

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Abstract

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A system and method for allocating an investor's wealth to at least one risky asset and life insurance includes retrieving a profile of the investor. The financial capital available to the investor and a human capital value for the investor are determined. An objective function value for the investor is determined and maximized. An amount of the investor's wealth is allocated to the at least one risky asset and to life insurance.

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Patent Owner(s)

Patent OwnerAddress
IBBOTSON ASSOCIATES INCSUITE 700 225 NORTH MICHIGAN AVENUE CHICAGO IL 60601

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Chen, Peng Elmhurst, IL 449 2483
Ibbotson, Roger G Hamden, CT 1 3
Milevsky, Moshe A Toronto, CA 3 125
Zhu, Xingnong K Chicago, IL 1 3

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