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Automatically allocating and rebalancing discretionary portfolios

  • US 20030172018A1
  • Filed: 03/05/2002
  • Published: 09/11/2003
  • Est. Priority Date: 03/05/2002
  • Status: Active Grant
First Claim
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1. A method for automatically rebalancing a portfolio of an investor, comprising the steps of:

  • establishing an algorithm for rebalancing a portfolio of an investor among a plurality of predetermined classes of assets which vary in degree of risk and return;

    at each of a plurality of intervals in time, applying the algorithm to determine a target percentage allocation of the investor'"'"'s portfolio among the classes of assets; and

    selectively shifting assets in the portfolio so as to more closely conform to the target percentage allocation.

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