Patents Examined by Chrales R. Kyle
  • System and method for scheduling asset allocation
    Patent number: 8086512
    Abstract: A distributed asset allocation processing system performs a computerized method for allocating subscriber assets. The system configures predetermined investment allocation paths that relate asset allocation models to trigger events. The system then selects a predetermined path based on a subscriber's risk tolerance. At each trigger event along the predetermined path, the system automatically rebalances the subscriber's assets according to an asset allocation model corresponding to the trigger event.
    Type: Grant
    Filed: December 19, 2007
    Date of Patent: December 27, 2011
    Assignee: Hartford Fire Insurance Company
    Inventors: Jason Scott Frain, Diane Toby Gallo