Abstract: A method in a financial advice system for providing specific recommendations regarding the purchase and sale of specific assets for a client's portfolio. The method can operate to provide specific reasons for each recommended action, and can provide alternative actions for different purchases and sales. Further, the method allows for accounting for specific client preferences and characteristics. The method also provides a sequential approach of inputting client preferences and characteristics and generating a recommended asset allocation taking into account the client's preferences and characteristics. Further, the method can allow for a user to make specific preference indications regarding the purchase and sale of specific assets.

Abstract: A computer system is selectively programmed to support one or more investment portfolios that have applied to them a counter balancing investment so as to achieve and maintain a target sensitivity to one or more broad market parameters through dynamic multi-beta hedging. The computer system is programmed to process input data relating to a portfolio's expected volatility based on its broad market exposures and the volatility of these broad markets, a target portfolio volatility, and historical volatility performance over a selected interval, and based thereon, modify the portfolio so as to achieve a future volatility corresponding to the selected target.

Abstract: A computer system is selectively programmed to support one or more investment portfolios that have applied to them a counter balancing investment so as to achieve and maintain a target sensitivity to one or more broad market parameters through dynamic multi-beta hedging. The computer system is programmed to process input data relating to a portfolio's expected volatility based on its broad market exposures and the volatility of these broad markets, a target portfolio volatility, and historical volatility performance over a selected interval, and based thereon, modify the portfolio so as to achieve a future volatility corresponding to the selected target.