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System and method for providing a mutual fund rating platform

机译:提供共同基金评级平台的系统和方法

摘要

A system and method are provided for assigning ratings (the “Ratings”) on mutual funds and other investment funds (collectively the “Funds”) based on various information gleaned from public and privately traded financial, currency, interest rate and other futures, along with options on said futures (collectively the “Futures”). In an illustrative implementation, the system can operate to combine information on the historical rates of return and variability in the rates of return of the Funds with the expected range of future returns for various asset classes as determined by the pricing of the Futures. Illustratively, the rating for the Funds (the “Rating”) can incorporate the range of expected future returns, the variability of past returns, and the level of risk.
机译:提供了一种系统和方法,用于基于从公开和私人交易的金融,货币,利率和其他期货收集的各种信息,对共同基金和其他投资基金(统称为“基金”)进行评级(“评级”)。具有上述期货的期权(统称为“期货”)。在示例性实施方式中,系统可以操作以将关于历史收益率和基金收益率变化的信息与由期货的定价确定的各种资产类别的未来收益的预期范围相结合。说明性地,基金的评级(“评级”)可以包含预期的未来收益范围,过去收益的可变性以及风险水平。

著录项

  • 公开/公告号US2008294570A1

    专利类型

  • 公开/公告日2008-11-27

    原文格式PDF

  • 申请/专利权人 SEAN J. EGAN;

    申请/专利号US20080078395

  • 发明设计人 SEAN J. EGAN;

    申请日2008-03-31

  • 分类号G06Q40/00;

  • 国家 US

  • 入库时间 2022-08-21 19:31:20

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