Method and system for managing a portfolio

Details Method and system for managing a portfolio Method and system for managing a portfolio

2001-02-28

2010-11-16

Jeanty, Romain (Department: 3624)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Operations research or analysis

Reexamination Certificate

active

07835929

ABSTRACT:
The present invention relates generally to a method and system for managing a portfolio. More specifically, the present invention includes a variety of means to calculate probabilistic risk/benefit measures of portfolios as well as extensive data visualization tools, several group decision-making tools, powerful optimization and tradeoff analysis tools, and customized simulations of projects and portfolios.

REFERENCES:
patent: 5630127 (1997-05-01), Moore et al.
patent: 5966695 (1999-10-01), Melchione et al.
patent: 6018722 (2000-01-01), Ray et al.
patent: 6873961 (2005-03-01), Thorpe et al.
patent: 7302401 (2007-11-01), Tervonen
patent: 7483841 (2009-01-01), Jin et al.
Grinold et al “Active Portfolio Management: A Quantitative Approach for Providing Superior Returns and Controlling Risk”, Dec. 2000, McGraw-Hill, pp. 1-621.
International Search Report for PCT/US2001/006788, dated Apr. 8, 2001.

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