Financial advisory system
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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Feb 1, 2000
Issued Date -
N/A
app pub date -
Dec 2, 1997
filing date -
Dec 2, 1997
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Abstract
A financial advisory system is provided. According to one aspect of the present invention, return scenarios for optimized portfolio allocations are simulated interactively to facilitate financial product selection. Return scenarios for each asset class of a plurality of asset classes are generated based upon estimated future scenarios of one or more economic factors. A mapping from each financial product of an available set of financial products onto one or more asset classes of the plurality of asset classes is created by determining exposures of the available set of financial products to each asset class of the plurality of asset classes. In this way, the expected returns and correlations of a plurality of financial products are generated and used to produce optimized portfolios of financial products. Return scenarios are simulated for one or more portfolios including combinations of financial products from the available set of financial products based upon the mapping.
First Claim
Family
- 15 United States
- 10 France
- 8 Japan
- 7 China
- 5 Korea
- 2 Other
Patent Owner(s)
- FINANCIAL ENGINES, INC.
International Classification(s)
Inventor(s)
Inventor Name | Address | # of filed Patents | Total Citations |
---|---|---|---|
Bekaert, Geert | Menlo Park, CA | 6 | 1541 |
Grenadier, Steven R | Los Altos, CA | 5 | 1452 |
Jones, Christopher L | Foster City, CA | 53 | 3388 |
Maggioncalda, Jeff N | Menlo Park, CA | 9 | 2511 |
Park, Ronald T | Menlo Park, CA | 5 | 1372 |
Scott, Jason S | Menlo Park, CA | 12 | 1790 |
Sharpe, William F | Los Altos, CA | 9 | 2511 |
Watson, John G | Menlo Park, CA | 16 | 2096 |
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Maintenance Fees
Fee | Large entity fee | small entity fee | micro entity fee | due date |
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Fee | Large entity fee | small entity fee | micro entity fee |
---|---|---|---|
Surcharge after expiration - Late payment is unavoidable | $700.00 | $350.00 | $175.00 |
Surcharge after expiration - Late payment is unintentional | $1,640.00 | $820.00 | $410.00 |
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