WO1995006290A3 - Investment fund management method and system - Google Patents

Investment fund management method and system Download PDF

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Publication number
WO1995006290A3
WO1995006290A3 PCT/US1994/010352 US9410352W WO9506290A3 WO 1995006290 A3 WO1995006290 A3 WO 1995006290A3 US 9410352 W US9410352 W US 9410352W WO 9506290 A3 WO9506290 A3 WO 9506290A3
Authority
WO
WIPO (PCT)
Prior art keywords
investment
fund
horizon
investment fund
mix
Prior art date
Application number
PCT/US1994/010352
Other languages
French (fr)
Other versions
WO1995006290A2 (en
Inventor
Donald L Luskin
Lawrence G Tint
Original Assignee
Wells Fargo Nikko Invest Advis
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Wells Fargo Nikko Invest Advis filed Critical Wells Fargo Nikko Invest Advis
Priority to AU76869/94A priority Critical patent/AU7686994A/en
Publication of WO1995006290A2 publication Critical patent/WO1995006290A2/en
Publication of WO1995006290A3 publication Critical patent/WO1995006290A3/en

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Abstract

Method and system for management of an investment fund over a specified life, or time horizon Ht, for that fund. Generally, the system includes an investment fund Fn (502) having a fixed time horizon Ht and an associated length to horizon LH (506). The fund Fn (502) includes several investment assets Ak (514), which may be contained within investment portfolios (Pm), which meet some criteria defining predetermined asset characteristics. Cash is directed to selected ones of the assets, or portfolios, to establish an investment mix for the investment fund Fn (502). An important aspect of the invention is adjustment of the investment mix (522) in accordance with some criteria related to the time horizon (Ht), preferably related to the diminishing length to horizon LH (506), of the investment fund Fn (502). Thus, as the investment fund matures, the investment mix is changed.
PCT/US1994/010352 1993-08-18 1994-08-18 Investment fund management method and system WO1995006290A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU76869/94A AU7686994A (en) 1993-08-18 1994-08-18 Investment fund management method and system

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US10843893A 1993-08-18 1993-08-18
US08/108,438 1993-08-18

Publications (2)

Publication Number Publication Date
WO1995006290A2 WO1995006290A2 (en) 1995-03-02
WO1995006290A3 true WO1995006290A3 (en) 1995-03-23

Family

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Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US1994/010352 WO1995006290A2 (en) 1993-08-18 1994-08-18 Investment fund management method and system

Country Status (3)

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US (2) US5812987A (en)
AU (1) AU7686994A (en)
WO (1) WO1995006290A2 (en)

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