Invention Grant
- Patent Title: Method, system, and computer program product for developing, evaluating, and validating investment glide paths
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Application No.: US16278431Application Date: 2019-02-18
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Publication No.: US11288747B2Publication Date: 2022-03-29
- Inventor: Mark Kantrowitz
- Applicant: Cerebly, Inc.
- Applicant Address: US IL Skokie
- Assignee: Cerebly, Inc.
- Current Assignee: Cerebly, Inc.
- Current Assignee Address: US IL Skokie
- Agency: The Webb Law Firm
- Main IPC: G06Q40/06
- IPC: G06Q40/06 ; G06F30/20

Abstract:
A method for developing, evaluating, and validating investment glide paths for an investment event having an expected first duration includes: generating, with at least one processor, execution logic associated with at least one delayed onset investment glide path associated with the investment event and having the first duration, the at least one delayed onset investment glide path including: (1) an extended fixed allocation glide path, the extended fixed allocation glide path at a beginning of the delayed onset investment glide path, and (2) a reallocation glide path, the reallocation glide path immediately following the extended fixed allocation glide path and continuing for a remainder of the first duration; and automatically initiating, with at least one processor, execution of the at least one delayed onset investment glide path according to the execution logic.
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