发明名称 |
System and method for tax sensitive portfolio optimization |
摘要 |
A method and apparatus are provided which account for tax impact in predicting investment return. Data for taxable investments, data for non-taxable investments and investor data are received and an optimization is performed which includes all of these data. An investment recommendation is provided to the investor based on the optimization.
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申请公布号 |
US7016873(B1) |
申请公布日期 |
2006.03.21 |
申请号 |
US20000654627 |
申请日期 |
2000.09.05 |
申请人 |
CHARLES SCHWAB & CO., INC. |
发明人 |
PETERSON JAMES;KLEINBAUER CHRISTOPHER;PIETRANICO PAUL-CHARLES A.;MCDONALD BILL D. |
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