Patent ID: 7328180

Claim:
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 1 ), a second time period (T 2 ), and a third time period (T 3 ), according to the formula: PV (%)=(( A−B )/ B )+(( Vs - V 3) N 3), where 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 1 V2=a published index value for the second time period T 2 V3=a published index value for the third time period T 3 ; 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.