Performance projection

US10546350B2 · kind B2 · utility

Assignee

• International Business Machines Corporation · US

Inventors

• Chitra Dorai · Chappaqua, US
• Roger D. Lederman · Ossining, US
• Xu Sun · Beijing, CN

Key dates

• Filing date: Dec 8, 2015
• Grant date: Jan 28, 2020
• Expiry date: Jul 13, 2038

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/00
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A method for projecting performance of a target asset compared to a benchmark, the method comprising receiving one or more target matrices corresponding to a target portfolio and one or more benchmark matrices corresponding to a benchmark portfolio, wherein the target matrices and benchmark matrices comprise elements corresponding to variables that influence portfolio performance trajectory, computing a target performance trajectory based on the one or more target matrices and a benchmark performance trajectory based on the benchmark matrices, identifying actions to bring the target performance trajectory above the benchmark performance trajectory; and communicating the identified actions.