Patent ID: 7328180
Filing Date: 2008-02-05
Classification: G06Q

Abstract:
1. A method for ranking and allocating investment assets, the method comprising the steps of: classifying assets into discrete asset classes; obtaining index values for each of the asset classes; determining a performance value for each of the asset classes based on the index values for a starting time period and at least three subsequent time periods for each asset class, comprising determining a performance value based on the index values for a starting time period (Ts), a first time period (T A=SUM(Vs:V1)*2.444 B=SUM(Vs:V2), and Vs=a published index value for the starting time period (Ts) V1=a published index value for the first time period T V2=a published index value for the second time period T V3=a published index value for the third time period T comparing the performance value of each asset class to one another; ranking the asset classes based on their performance values; and allocating the investment assets among the asset classes based on the ranking of the asset classes.