发明名称 |
INDEX AND FUND BASED ON INVESTMENT TIME HORIZON |
摘要 |
<p>A method of determining membership in an index based on an investment time horizon comprises determining an asset allocation commensurate with the investment time horizon and constituting the index based on the asset allocation determination. The method may further comprise rebalancing the asset allocation, and the investment time horizon may be factored into the rebalancing. An index may be constituted according to the method, and a marketplace may comprise one or more indices.</p> |
申请公布号 |
WO2008048916(A1) |
申请公布日期 |
2008.04.24 |
申请号 |
WO2007US81349 |
申请日期 |
2007.10.15 |
申请人 |
WAVES LICENSING, LLC;YASS, JEFFREY;CHONG, SAM |
发明人 |
YASS, JEFFREY;CHONG, SAM |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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