METHODS AND APPARATUS FOR PERFORMING AN ANALYSIS OF SUSTAINABILITY OF A RETIREMENT INVESTMENT PORTFOLIO

METHODS AND APPARATUS FOR PERFORMING AN ANALYSIS OF SUSTAINABILITY OF A RETIREMENT INVESTMENT PORTFOLIO

Described herein are methods and apparatus for performing an interactive, computer-implemented analysis of the sustainability of an investment portfolio to support a retirement income need for a client. In certain embodiments, the technology determines an optimum allocation of an investment portfoli...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: HARRINGTON BRUCE, GIBBONS GLEN, MELTON GREGORY
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:Described herein are methods and apparatus for performing an interactive, computer-implemented analysis of the sustainability of an investment portfolio to support a retirement income need for a client. In certain embodiments, the technology determines an optimum allocation of an investment portfolio in accordance with client goals, conveys a measure of the sustainability of the investment portfolio to provide sufficient income over the length of the client's retirement, allows adjustment of the portfolio by the client, determines a revised measure of sustainability, and provides information about the potential financial legacy that will be left to the client's heirs.