METHODS AND SYSTEMS FOR FINDING SIMILAR FUNDS

Systems and methods are presented for finding similar funds to a target fund in an investor's financial portfolio. In some embodiments, a method is presented. The method may include accessing target fund characteristics data describing former characteristics of a target fund. The method may als...

Ausführliche Beschreibung

Bibliographische Detailangaben

Hauptverfasser:	MILNER EDWARD CASTEEL, HOCKING, JR. SAMUEL MCMILLAN, OBERLECHNER THOMAS JOHANNES, PITTERS JULIA, PARADIS PETER R
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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