Invention Grant
- Patent Title: Sector-based portfolio construction platform apparatuses, methods and systems
-
Application No.: US14032140Application Date: 2013-09-19
-
Publication No.: US10592987B2Publication Date: 2020-03-17
- Inventor: Keith E. Dennelly , Mihir S. Shah , Madhusudana R. Chalamani , Vineet Vasant Nene
- Applicant: FMR, LLC
- Applicant Address: US MA Boston
- Assignee: FMR LLC
- Current Assignee: FMR LLC
- Current Assignee Address: US MA Boston
- Agency: Hanchuk Kheit LLP
- Agent Walter G. Hanchuk
- Main IPC: G06Q40/06
- IPC: G06Q40/06

Abstract:
The SECTOR-BASED PORTFOLIO CONSTRUCTION PLATFORM APPARATUSES, METHODS AND SYSTEMS (“SPC”) transform user data request via SPC components into sector-based portfolio investment transaction records. In one implementation, the SPC may provide an electronic user interface (UI) (e.g., web-based, mobile, etc.) for a user to construct a sector-based investment portfolio, to obtain performance prediction for the portfolio's allocation strategies by performance back-testing of selected sector funds and indices.
Public/Granted literature
- US20140365399A1 SECTOR-BASED PORTFOLIO CONSTRUCTION PLATFORM APPARATUSES, METHODS AND SYSTEMS Public/Granted day:2014-12-11
Information query