Asset reallocation
US8108292B1 · kind B1 · utility
Assignee
Inventor
Key dates
| Filing date | Aug 31, 2009 |
| Grant date | Jan 31, 2012 |
| Priority date | — |
| Expiry date | Oct 13, 2030 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Embodiments of the present invention relate to systems, methods and computer program products for automatically reallocating assets by directing assets from a primary fund to secondary fund, where the primary and secondary funds have distinct but complementary investment strategies. For example, to reallocate assets held in a primary portfolio of a mutual fund, embodiments of the present invention create a secondary portfolio within the mutual fund. Then, using earnings from the primary portfolio, embodiments of the present invention purchase at least one asset to be held in the secondary portfolio and grow that asset by continuing to direct earnings from the primary portfolio to the secondary portfolio. When the asset reaches a predetermined size, embodiments of the present invention transfer the asset to a newly created and separately managed mutual fund.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.