Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2008-10-28
2010-10-12
Kramer, James A (Department: 3693)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000
Reexamination Certificate
active
07813989
ABSTRACT:
A financial advisory system is described that facilitates planning regarding financial goals, such as retirement. According to one embodiment, a method of forecasting a future value of a financial product holding is provided. Exposure analysis is performed on a financial product in which an investor holds an interest to determine how the financial product behaves relative to a set of asset classes. A forecast is generated for the financial product holding at a configurable time horizon based on forward-looking scenarios of one or more asset classes of the set of asset classes. Based on the forecast, information is directly or indirectly caused to be presented regarding a projected value of the financial product holding at the configurable time horizon.
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Henry
Bekaert Geert
Grenadler Steven R.
Jones Christopher L.
Maggioncalda Jeff N.
Park Ronald T.
Financial Engines, Inc.
Hamilton DeSanctis & Cha, LLP
Kramer James A
Vezeris James A
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