发明名称 System and Method for Providing an Index Linked to Separately Managed Accounts
摘要 A system comprises a memory operable to store a master index that is based at least in part on a separately managed account (SMA) index, a market index, a first weight associated with the SMA index, and a second weight associated with the market index. The system further comprises a processor communicatively coupled to the memory and operable to update the first weight based at least in part on the market index. The processor is further operable to update the second weight based at least in part on the SMA index. The processor is further operable to update the master index based at least in part on the SMA index, the market index, the updated first weight, and the updated second weight. The processor is further operable to store the updated master index in a memory.
申请公布号 US2008294567(A1) 申请公布日期 2008.11.27
申请号 US20070753877 申请日期 2007.05.25
申请人 MERRILL LYNCH & CO. INC. 发明人 CHADA SATYANARAYAN REDDY;SUCHAK KAUSHIK K.;MACLEAN DONALD A.
分类号 G06Q40/00;G06F17/10 主分类号 G06Q40/00
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