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Portfolio compliance managing techniques

  • US 20050049954A1
  • Filed: 09/03/2004
  • Published: 03/03/2005
  • Est. Priority Date: 09/03/2003
  • Status: Abandoned Application
First Claim
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1. A method for a user to manage portfolios of fixed income securities utilizing a computer, comprising:

  • creating one or more accounts by using the computer, wherein each account comprises one or more fixed income security holdings;

    creating an investment model by using the computer, wherein the investment model is defined by a set of first parameters;

    assigning the one or more accounts to the investment model by using the computer;

    determining aggregate measures of characteristics of the security holdings in a selected account of the one or more accounts;

    correlating the set of first parameters with the aggregate measures of the characteristics of the security holdings in the selected account and characteristics of each of the security holdings in the selected account;

    generating in response to the correlating step measures of correlation by using the computer; and

    displaying indicia of the measures of correlation by using the computer.

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