Investment classification and tracking system using diamond ratings
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United States of America Patent
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Jan 8, 2013
Grant Date -
Jul 1, 2010
app pub date -
Dec 29, 2009
filing date -
Dec 29, 2008
priority date (Note) -
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Abstract
The present invention is directed to an asset classification system based on investment strategy. The system determines a number for performance measures and strategy classifications. These measures indicate, in one configuration, an extent to which a security or manager is outperforming or attempting to outperform a benchmark and how successful the security or manager has been based on historic performance data.
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