Investment portfolio selection system and method
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United States of America Patent
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Aug 14, 2001
Grant Date -
N/A
app pub date -
Nov 27, 1996
filing date -
Nov 27, 1996
priority date (Note) -
Expired
status (Latency Note)
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Abstract
A set of available investment assets is evaluated for inclusion in an efficient portfolio by treating certain asset characteristics as a probabilistic random variable, and averaging the resultant portfolios at each risk level. Next, each candidate portfolio at each risk level is modified to more nearly match a preset industry sector/investment style profile thus producing a well diversified efficient portfolio well matched to a user's desired risk level.
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