Patents by Inventor William L. MAUCK, JR.

William L. MAUCK, JR. 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).

  • METHOD AND SYSTEM FOR COMPUTING PORTFOLIO ALLOCATION RECOMMENDATIONS
    Publication number: 20200286180
    Abstract: An embodiment of the present invention is directed to a portfolio insights observation engine. The observation engine performs: identifying a portfolio; identifying one or more goals and concerns specific to the portfolio; selecting a benchmark model portfolio; identifying a set of metrics for comparison between the portfolio and the benchmark model portfolio; evaluating one or more deviations relative to the set of metrics associated with the benchmark model portfolio; applying the one or more goals and concerns to the deviations; generating observations based on the benchmark portfolio; ranking the observations based on risk; identifying a subset of ranked observations; and providing, via the interactive interface, customized insights and solutions for each of the ranked observations.
    Type: Application
    Filed: March 6, 2020
    Publication date: September 10, 2020
    Inventors: William L. MAUCK, JR., Zhenyu JIA, Michael KISHELEV