Patents Assigned to Franklin Advisers, Inc.
  • Systems and methods for dynamic fund allocation in goals-based wealth management portfolio
    Patent number: 11100587
    Abstract: A system and method for implementation and maintenance of a dynamic goals-based investment portfolio. The system and method receive information from an investor, related to the individual goals they wish to achieve while avoiding personalized risk, and construct a portfolio to meet these goals. The system then continues to monitor the markets and interact with the investor to continuously adjust the portfolio holdings to maximize the likelihood that the portfolio will meet the investor's individual goals.
    Type: Grant
    Filed: January 22, 2020
    Date of Patent: August 24, 2021
    Assignee: Franklin Advisers, Inc.
    Inventors: Sanjiv R. Das, Daniel Ostrov, Anand Radhakrishnan, Deep R. Srivastav
  • SYSTEMS AND METHODS FOR DYNAMIC FUND ALLOCATION IN GOALS-BASED WEALTH MANAGEMENT PORTFOLIO
    Publication number: 20200242697
    Abstract: A system and method for implementation and maintenance of a dynamic goals-based investment portfolio. The system and method receive information from an investor, related to the individual goals they wish to achieve while avoiding personalized risk, and construct a portfolio to meet these goals. The system then continues to monitor the markets and interact with the investor to continuously adjust the portfolio holdings to maximize the likelihood that the portfolio will meet the investor's individual goals.
    Type: Application
    Filed: January 22, 2020
    Publication date: July 30, 2020
    Applicant: Franklin Advisers, Inc.
    Inventors: Sanjiv R. Das, Daniel Ostrov, Anand Radhakrishnan, Deep R. Srivastav