CA2765820C - System and method of evaluating an investment portfolio
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System and method of evaluating an investment portfolio
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Publication number
CA2765820C
CA2765820CCA2765820ACA2765820ACA2765820CCA 2765820 CCA2765820 CCA 2765820CCA 2765820 ACA2765820 ACA 2765820ACA 2765820 ACA2765820 ACA 2765820ACA 2765820 CCA2765820 CCA 2765820C
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CA
Canada
Prior art keywords
evaluating
investment portfolio
assets
portfolio
investment
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Edward Jones and Co
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Edward Jones and Co
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Priority claimed from US13/016,919external-prioritypatent/US8930250B1/en
Application filed by Edward Jones and CofiledCriticalEdward Jones and Co
Publication of CA2765820A1publicationCriticalpatent/CA2765820A1/en
Application grantedgrantedCritical
Publication of CA2765820CpublicationCriticalpatent/CA2765820C/en
Testing, Inspecting, Measuring Of Stereoscopic Televisions And Televisions
(AREA)
Financial Or Insurance-Related Operations Such As Payment And Settlement
(AREA)
Abstract
A system and method for performing a diagnostic evaluation of an investment portfoloio by categorizing the assets in the portfolio, establishing thresholds for each category and identifying assets that are not in compliance with the established thresholds.
CA2765820A2011-01-282012-01-30System and method of evaluating an investment portfolio
ActiveCA2765820C
(en)
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