Patent ID: 8352347

Claim:
A method, comprising: (a) accessing, by a processor, a computer readable media to retrieve information regarding a plurality of managers and/or funds following a plurality of different strategies; and (b) assigning, by a processor executable strategy categorizing module, a first strategy to a selected investment by: bi) determining, by the processor executable strategy categorizing module, a total weight of a selected investment in the portfolios of the plurality of managers and/or funds following a selected strategy; (bii) determining, by the processor executable strategy categorizing module and from the total weight of the selected investment, a strategy weight for the selected investment in the selected strategy; (biii) repeating, by the processor executable strategy categorizing module, sub-steps (bi) and (bii) to assign a strategy weight to the selected investment in a plurality of other strategies; and (biv) assigning as the strategy of the selected investment, by the processor executable strategy categorizing module, the strategy of the highest strategy weight, wherein the assigned strategy is the first strategy.