METHODS AND APPARATUS FOR INVESTMENT PORTFOLIO SELECTION, ALLOCATION, AND MANAGEMENT TO GENERATE SUBTAINABLE WITHDRAWALS
摘要
<p>Methods and apparatus are provided for determining a minimum distribution rate and an investment allocation among individual investments of different types, including income generating investments that may be counter-balanced by principal protection investments, according to predefined ratios, determining a distribution amount based upon a performance level of individual investments and the minimum distribution rate, and determining at least a portion of individual investments to liquidate to fund the distribution amount. The minimum distribution rate is greater than a predefined percentage of a current value of the investment per year and is maintained at a level at least equal to a highest level of all prior years. The present invention further provides distribution types that allow selection of a distribution method that best suits an investor's requirements. The distribution type selection provides methods for determining the amount of a distribution for a given period and how the distribution is to be funded.</p>
申请公布号
WO2006047731(A2)
申请公布日期
2006.05.04
申请号
WO2005US38921
申请日期
2005.10.27
申请人
ARLEN CORPORATION;SULLIVAN, PETER, A.;MCGOFF, FRANK, P.;NABB, DAVID, A.;TANGUAY, RONALD, E.
发明人
SULLIVAN, PETER, A.;MCGOFF, FRANK, P.;NABB, DAVID, A.;TANGUAY, RONALD, E.