Investment classification and tracking system using diamond ratings
US8352347B2 · kind B2 · utility
17Cited by
18References
23Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Dec 29, 2009 |
| Grant date | Jan 8, 2013 |
| Priority date | — |
| Expiry date | Mar 18, 2030 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
The present invention is directed to an asset classification system based on investment strategy. The system determines a number for performance measures and strategy classifications. These measures indicate, in one configuration, an extent to which a security or manager is outperforming or attempting to outperform a benchmark and how successful the security or manager has been based on historic performance data.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.