The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Dec. 29, 2020

Filed:

Aug. 07, 2014
Applicant:

Ameriprise Financial, Inc., Minneapolis, MN (US);

Inventors:

Kurt J. Merkle, Blaine, MN (US);

Justin E. Bell, Coon Rapids, MN (US);

Matthew Huss, Edina, MN (US);

Assignee:

Ameriprise Financial, Inc., Minneapolis, MN (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01);
Abstract

A method includes determining a plurality of complexity scores. Each of the plurality of complexity scores corresponds to a particular underlying component of a plurality of underlying components of a portfolio. The complexity score of the particular underlying component is based on a complexity rating of the particular underlying component and a contribution level of the particular underlying component to the portfolio. The method also includes determining a complexity score of the portfolio based on the plurality of complexity scores of the plurality of underlying components.


Find Patent Forward Citations

Merkle, Kurt. (2020). System and method of determining portfolio complexity (U.S. Patent No. 10878503). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/10878503

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

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