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METHOD AND SYSTEM FOR ESTABLISHING, MONITORING, AND RESERVING A GUARANTEED MINIMUM VALUE RETURN ON SELECT INVESTMENTS

  • US 20100280971A1
  • Filed: 07/15/2010
  • Published: 11/04/2010
  • Est. Priority Date: 03/18/1997
  • Status: Abandoned Application
First Claim
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1. A computer implemented method, comprising the steps of:

  • receiving input data that designates funds for investment to produce a current fund mix;

    processing said input data to compare a diversification guideline to said fund mix, wherein said diversification guideline contains guidelines relating to fund diversification and investment objective diversification;

    determining a pattern of investments to meet a preselected guaranteed amount; and

    automatically calculating, by said computer, the projected guaranteed amount based on projection of fund performance.

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