Patent ID: 7599874
Filing Date: 2009-10-06
Classification: G06Q

Abstract:
1. A computer-implemented method of selecting a recommended investment portfolio based in part on investment factor considerations, the method comprising: (a) providing a portfolio of securities identified for potential inclusion in the recommended investment portfolio; (b) providing investment factor scores for the identified securities; (c) ranking the identified securities relative to each other based on their investment factor scores in a computerized ranking engine; (d) entering into a processor: (e) calculating via the processor using a weighting engine, adjusted weightings for the portfolio of securities using at least the entered items (i)-(iii), wherein securities having higher ranked investment factor scores relative to other securities receive greater weightings, and the weightings include non-binary weightings; (f) outputting via the processor, the adjusted weightings for the portfolio of securities; and (g) selecting the recommended investment portfolio based in part on investment factor considerations using the adjusted weightings.