Computer Systems and Methods for Determining Combinations of Investments Based On User-Defined Criteria

摘要

A system and method for selecting a combination of investments are disclosed. According to one aspect, the system is configured to automatically select a combination of investments that can be mapped to investments in a current investment line-up by asset classification and which provide a matching solution based on defined investment objectives. According to another aspect, the system may dynamically generate different investment line-ups based on a variation of objectives provided by the user, and may display alternate investment line-ups simultaneously based on pre-defined line-up selection criteria.