System and method for providing a mutual fund rating platform

Details System and method for providing a mutual fund rating platform System and method for providing a mutual fund rating platform

2011-03-01

2011-03-01

Colbert, Ella (Department: 3694)

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

Automated electrical financial or business practice or...

Finance

C705S035000

Reexamination Certificate

active

07899728

ABSTRACT:
A system and method are provided for assigning ratings (the “Ratings”) on mutual funds and other investment funds (collectively the “Funds”) based on various information gleaned from public and privately traded financial, currency, interest rate and other futures, along with options on said futures (collectively the “Futures”). In an illustrative implementation, the system can operate to combine information on the historical rates of return and variability in the rates of return of the Funds with the expected range of future returns for various asset classes as determined by the pricing of the Futures. Illustratively, the rating for the Funds (the “Rating”) can incorporate the range of expected future returns, the variability of past returns, and the level of risk.

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