Patent ID: 8341060
Filing Date: 2012-12-25
Classification: G06Q

Abstract:
1. A method for providing a core-satellite analysis of investment choices, comprising: at least one data processing device of a data computing system accessing, from memory coupled to said at least one data processing device, instructions causing said at least one data processing device to determine a first set of said investment choices, wherein each one of said investment choices in the first set of said investment choices is within at least one asset class of a defined set of asset classes, wherein causing said at least one data processing device to determine the first set of said investment choices includes causing said at least one data processing device to determine ones of said investment choices having a filter function metric value that falls inside both an upper limit and a lower limit of a filter function metric value range defined by a range filter structure, wherein lower and upper filter function metric values determined by the range filter structure vary with time in response to the filter function metric value of a benchmark investment choice varying over time such that the filter function metric value range defined by the range filter structure varies in conjunction therewith, wherein the filter function metric value range is derived as a function of a plurality of filter parameter sets each defined within the range filter structure, wherein each one of said filter parameter sets includes a filter function type, a filter function metric associated with the filter type, a first filter function condition upon which the filter function metric is applied, and a first filter function metric value corresponding to the filter function metric, and wherein the filter function metric value of each one of said investment choices of the first set of said investment choices and the filter function metric value of the benchmark investment choice are all determined as a function of a particular filter function metric; said at least one data processing device accessing, from said memory, instructions causing said at least one data processing device to determine a second set of said investment choices, wherein each one of said investment choices in the second set of said investment choices is within said at least one asset class, wherein causing said at least one data processing device to determine the second set of said investment choices includes causing said at least one data processing device to determine ones of said investment choices having a filter function metric value that falls outside of at least on of the upper limit and the lower limit of the filter function metric value range defined by the range filter structure and wherein the filter function metric value of each one of said investment choices of the second set of said investment choices and the filter function metric value of the benchmark investment choice are all determined as a function of the particular filter function metric; and said at least one data processing device accessing, from said memory, instructions causing said at least one data processing device to perform a comparative assessment of each one of said sets of investment choices, wherein causing said at least one data processing device to perform the comparative assessment of each one of said sets of investment choices includes causing said at least one data processing device to determine a comparative assessment value for each one of said investment choices thereof.