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1. (WO2014200904) SECTOR-BASED PORTFOLIO CONSTRUCTION PLATFORM APPARATUSES, METHODS AND SYSTEMS

Pub. No.:    WO/2014/200904    International Application No.:    PCT/US2014/041512
Publication Date: Fri Dec 19 00:59:59 CET 2014 International Filing Date: Tue Jun 10 01:59:59 CEST 2014
IPC: G06Q 40/06
G06Q 40/02
Applicants: FMR, LLC
Inventors: DENNELLY, Keith
SHAH, Mihir
CHALAMANI, Madhusudana
NENE, Vineet
Title: SECTOR-BASED PORTFOLIO CONSTRUCTION PLATFORM APPARATUSES, METHODS AND SYSTEMS
Abstract:
The SECTOR-BASED PORTFOLIO CONSTRUCTION PLATFORM APPARATUSES, METHODS AND SYSTEMS ("SPC") transform user data request via SPC components into sector-based portfolio investment transaction records. In one implementation, the SPC may provide an electronic user interface (UI) (e.g., web-based, mobile, etc.) for a user to construct a sector-based investment portfolio, to obtain performance prediction for the portfolio's allocation strategies by performance back-testing of selected sector funds and indices.