Patents Assigned to Decision Analytics, Inc.
  • Dynamic portfolio benchmarking
    Patent number: 6799167
    Abstract: A benchmark portfolio is provided to be customizable to an investment portfolio where the customization is dynamic. Each customization can be recorded as a historical event, and the investment return of the benchmark portfolio is based on the recorded customizations. The benchmark portfolio includes select asset classes, which include a sweep account, where each asset class includes at least one security that is representative of a set of specifically screened securities within the asset class.
    Type: Grant
    Filed: October 22, 1999
    Date of Patent: September 28, 2004
    Assignee: Decision Analytics, Inc.
    Inventors: David Gullen, Lee Epstein, Christopher Stoddart