发明名称 |
System and method for optimizing investment location |
摘要 |
An investment optimizing system and method. Once an investor or investment advisor determines the appropriate asset allocation and that there are both taxable accounts and tax-deferred investment accounts, the invention will optimize/maximize the investor's ending after-tax asset accumulation, which is the objective of all investors. This is accomplished by allocating the chosen investment vehicles between the taxable and tax-deferred accounts in an optimum way. The invention runs on a computer system and searches for an allocation which results in a maximal return. Intelligent heuristics measure increased performance based on different asset allocations. |
申请公布号 |
AU2214300(A) |
申请公布日期 |
2000.07.31 |
申请号 |
AU20000022143 |
申请日期 |
1999.12.23 |
申请人 |
JAY WHITTAKER;GLENN FRANK |
发明人 |
JAY WHITTAKER;GLENN FRANK;ROBERT KELLER |
分类号 |
G06Q40/04;G06Q40/06 |
主分类号 |
G06Q40/04 |
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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