System and method of determining portfolio complexity

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 10878503
APP PUB NO 20160042458A1
SERIAL NO

14453726

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Abstract

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A method includes determining a plurality of complexity scores. Each of the plurality of complexity scores corresponds to a particular underlying component of a plurality of underlying components of a portfolio. The complexity score of the particular underlying component is based on a complexity rating of the particular underlying component and a contribution level of the particular underlying component to the portfolio. The method also includes determining a complexity score of the portfolio based on the plurality of complexity scores of the plurality of underlying components.

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Patent Owner(s)

Patent OwnerAddress
AMERIPRISE FINANCIAL INC5226 AMERIPRISE FINANCIAL CENTER MINNEAPOLIS MN 55474

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Bell, Justin E Coon Rapids, US 1 0
Huss, Matthew Edina, US 3 13
Merkle, Kurt J Blaine, US 1 0

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