Abstract: The disclosure provides an intra-day/hourly balancing of a fund index. The disclosure includes retrieving the value of an underlying index at a first balancing point at a point in time that is close, in time, to the balancing point and determining the value of the underlying index at a second balancing point. If the value of the underlying index increased, then the method increases an exposure to the underlying index. If the value of the underlying index decreased, then the method decreases the exposure. The method may then compare the current trading volatility of the underlying index to a historic trading volatility. If the current volatility is greater than the historic volatility, then the method decreases the leverage of the intra-day index with respect to the underlying index. If the current volatility is less than the historic volatility, then the method increases the leverage.

Abstract: The disclosure provides an intra-day balancing of a fund index. The disclosure includes retrieving the value of an underlying index at a first balancing point from a trading tape at a point in time that is close, in time, to the balancing point and determining the value of the underlying index at a second balancing point. If the value of the underlying index increased between the first balancing point and the second balancing point, then the method increases an exposure to the underlying index. If the value of the underlying index decreased between the first balancing point and the second balancing point, then the method decreases the exposure of the intra-day index to the underlying index. The method may then compare the current trading volatility of the underlying index to a historic trading volatility. If the current trading volatility is greater than the historic trading volatility, then the method may decrease the leverage of the intra-day index with respect to the underlying index.

Abstract: The disclosure provides an intra-day/hourly balancing of a fund index. The disclosure includes retrieving the value of an underlying index at a first balancing point at a point in time that is close, in time, to the balancing point and determining the value of the underlying index at a second balancing point. If the value of the underlying index increased, then the method increases an exposure to the underlying index. If the value of the underlying index decreased, then the method decreases the exposure. The method may then compare the current trading volatility of the underlying index to a historic trading volatility. If the current volatility is greater than the historic volatility, then the method decreases the leverage of the intra-day index with respect to the underlying index. If the current volatility is less than the historic volatility, then the method increases the leverage.

Abstract: The disclosure provides an intra-day balancing of a fund index. The disclosure includes retrieving the value of an underlying index at a first balancing point from a trading tape at a point in time that is close, in time, to the balancing point and determining the value of the underlying index at a second balancing point. If the value of the underlying index increased between the first balancing point and the second balancing point, then the method increases an exposure to the underlying index. If the value of the underlying index decreased between the first balancing point and the second balancing point, then the method decreases the exposure of the intra-day index to the underlying index. The method may then compare the current trading volatility of the underlying index to a historic trading volatility. If the current trading volatility is greater than the historic trading volatility, then the method may decrease the leverage of the intra-day index with respect to the underlying index.

Abstract: Aspects of the disclosure relate to apparatus and methods for a graphical user mechanism (“GUM”) for back-evaluating potential crediting methods. The GUM may include a first and a second database and a first and a second fusion matrix stored in memory of a computer system. An input/output (“I/O”) component of the computer system may receive a selection of a start date, an end date, and a premium level. A processor of the computer system may calculate percentage yields based on the databases, the fusion matrices, and the selections. The GUM may display the resultant percentage yields in graphical format on a display of the computer system for easy evaluation. The GUM may receive additional selections, and, in response to a trigger, calculate and display updated results.

Abstract: Aspects of the disclosure relate to apparatus and methods for a graphical user mechanism (“GUM”) for back-evaluating potential crediting methods. The crediting methods may include selective replacement. The GUM may include a first and a second database and a first and a second fusion matrix stored in memory of a computer system. An input/output (“I/O”) component of the computer system may receive a selection of a start date, an end date, and a premium level. A processor of the computer system may calculate percentage yields based on the databases, the fusion matrices, and the selections. The GUM may display the resultant percentage yields in graphical format on a display of the computer system for easy evaluation. The GUM may receive additional selections, and, in response to a trigger, calculate and display updated results.