SYSTEM FOR SELECTING AND PURCHASING ASSETS AND MAINTAINING AN INVESTMENT PORTFOLIO

SYSTEM FOR SELECTING AND PURCHASING ASSETS AND MAINTAINING AN INVESTMENT PORTFOLIO

The invention is in the field of computer implemented systems and methods for generating a profile of an investor's risk tolerance, providing automated investment allocation advice based on the risk tolerance of the investor, generating at least one list of investments for the portfolio of the...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: O'SHAUGHNESSY JAMES P, MCINTIRE GREGORY L, COWIN GREGORY L, DOWNEY STEPHEN M, TYSON KEVIN P
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:The invention is in the field of computer implemented systems and methods for generating a profile of an investor's risk tolerance, providing automated investment allocation advice based on the risk tolerance of the investor, generating at least one list of investments for the portfolio of the investor, allowing for review of the at least one list of investments and information relating to historic and/or hypothetical performance and a description of asset selection methodology, performing automated electronic execution of transactions pertaining the investments, maintenance and monitoring of investment portfolios, and rebalancing of investment portfolios.