Multi-factor investment fund rating scoring system and method
US10970784B2 · kind B2 · utility
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24Claims
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Key dates
| Filing date | Mar 14, 2013 |
| Grant date | Apr 6, 2021 |
| Priority date | — |
| Expiry date | Oct 25, 2033 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/00
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A system of and method for generating investment fund rating scores using a number of factors including criteria related to risk factors, performance, and qualitative factors. Historical weighting is provided to minimize the effect of short-term fluctuations, and the various factors are also weighted to establish the relative contributions of each of the evaluated factors. The ratings can be used to select, evaluate, and monitor mutual funds.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.