Patents by Inventor Fuqin Yan

Fuqin Yan has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Publication number: 20160300308
    Abstract: Systems and methods are provided for predicting a value of an investment portfolio at retirement using one or more computer servers and storage devices. In general, the systems and methods can include a Monte Carlo simulation module that runs Monte Carlo simulations on a plurality of exemplary portfolios under a variety of exemplary circumstances to produce a range of estimated values of each exemplary portfolio at retirement. A regression analysis module can then relate the properties of the exemplary portfolios, as well as the exemplary circumstances, to the estimated values at retirement. Using the resulting regression models, a performance analysis module can predict a value of any portfolio at retirement under any set of circumstances based on properties of the portfolio. The systems and methods herein can thus calculate estimates of the value of any portfolio nearly instantaneously, without having to run a Monte Carlo simulation.
    Type: Application
    Filed: March 21, 2016
    Publication date: October 13, 2016
    Inventors: Lawrence Kendrick Wakeman, Adam Tashman, Fuqin Yan