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US Patent 7870051 Selecting investments for a portfolio

Patent 7870051 was granted and assigned to FMR LLC on January, 2011 by the United States Patent and Trademark Office.

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Patent abstract

A method of constructing a portfolio includes receiving target allocations for different types of assets, receiving a list of investments available for inclusion in the portfolio, and selecting investments from the list of investments based on a measure of the risk-adjusted excess return of selected investments and the target allocations.

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Patent Citations Received
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US Patent 11775552 Binding annotations to data objects
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Patent Inventor Names
Hsiaoping R. Hua0
Scott Kuldell0
William Van Harlow0
Xuehai En0
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Patent Citations Received
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US Patent 11748814 Planning engine for a financial planning system
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Patent Citations Received
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US Patent 11704736 Computerized portfolio management tool
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Official Website
https://pdfpiw.uspto.gov/.piw?Docid=07870051
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US Patent 07870051 Selecting investments for a portfolio US Patent 7870051 Selecting investments for a portfolio

Infobox
Patent Number
07870051
Patent Number
7870051
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Website URL
https://pdfpiw.uspto.gov/.piw?Docid=07870051
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 US Patent 07870051 Selecting investments for a portfolio

Infobox
Is a
Patent
Patent
Current assignee
Patent jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
Patent number
07870051
Date of patent
January 11, 2011
Patent application number
09346195
Date Filed
July 1, 1999
Patent primary examiner
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Richard C. Weisberger

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