Methods and apparatus for developing investments

Details Methods and apparatus for developing investments Methods and apparatus for developing investments

2001-11-26

2008-09-02

Trammell, James P. (Department: 3694)

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

Automated electrical financial or business practice or...

Finance

C705S03600T

Reexamination Certificate

active

07421405

ABSTRACT:
A method for determining weightings of an investment portfolio selected from a plurality of domestic and international financial investments is provided. The method divides domestic and international financial investments into a plurality of industry groups, selecting one of the industry groups, and determining a reguired industry weighting as well as an available domestic weighting for the selected industry group. A mixture of investments can then be determined based on the reguired industry weighting and the available domestic weighting, and the process is repeated for all available industry groups.

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