Investment fund management method and system
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United States of America Patent
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-
Jan 1, 2002
Issued Date -
N/A
app pub date -
Aug 7, 1995
filing date -
Aug 18, 1993
priority date (Note) -
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status (Latency Note)
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Abstract
Method and system for management of an investment fund over a specified life, or time horizon H.sub.t, for that fund. Generally, the system includes an investment fund F.sub.n having a fixed time horizon H.sub.t and an associated length to horizon L.sub.H. The fund F.sub.n includes several investment assets A.sub.k, which may be contained within investment portfolios P.sub.m, which meet some criteria defining a predetermined asset characteristics. Cash is directed to selected ones of the assets, or portfolios, to establish an investment mix for the investment fund F.sub.n. An important aspect of the method and system is adjustment of the investment mix in accordance with some criteria related to the time horizon H.sub.t, preferably related to the diminishing length to horizon L.sub.H, of the investment fund F.sub.n. Thus, as the investment fund matures, the investment mix is changed.
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