http://rdf.ncbi.nlm.nih.gov/pubchem/patent/EP-1810209-A2
Outgoing Links
| Predicate | Object |
|---|---|
| assignee | http://rdf.ncbi.nlm.nih.gov/pubchem/patentassignee/MD5_e809b8a06794d830e81a13a521764fe8 |
| classificationCPCInventive | http://rdf.ncbi.nlm.nih.gov/pubchem/patentcpc/G06Q40-06 http://rdf.ncbi.nlm.nih.gov/pubchem/patentcpc/G06Q40-00 |
| classificationIPCInventive | http://rdf.ncbi.nlm.nih.gov/pubchem/patentipc/G06Q40-00 |
| filingDate | 2005-10-27-04:00^^<http://www.w3.org/2001/XMLSchema#date> |
| inventor | http://rdf.ncbi.nlm.nih.gov/pubchem/patentinventor/MD5_90b02287aa77bec38194ca99250bc1ad http://rdf.ncbi.nlm.nih.gov/pubchem/patentinventor/MD5_b04c21685e6136adb84f0962cc227f66 http://rdf.ncbi.nlm.nih.gov/pubchem/patentinventor/MD5_c59aa827dd11697cd9c78f6d6db006bb http://rdf.ncbi.nlm.nih.gov/pubchem/patentinventor/MD5_58d3b30e19f9163e43a8f6237f121131 |
| publicationDate | 2007-07-25-04:00^^<http://www.w3.org/2001/XMLSchema#date> |
| publicationNumber | EP-1810209-A2 |
| titleOfInvention | Methods and apparatus for investment portfolio selection, allocation, and management to generate subtainable withdrawals |
| abstract | 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. |
| priorityDate | 2004-10-27-04:00^^<http://www.w3.org/2001/XMLSchema#date> |
| type | http://data.epo.org/linked-data/def/patent/Publication |
Incoming Links
Total number of triples: 41.