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:
Nov. 07, 2023

Filed:

Dec. 09, 2022
Applicant:

International Business Machines Corporation, Armonk, NY (US);

Inventors:

Daniel Josef Egger, Zürich, CH;

Stefan Woerner, Zürich, CH;

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06N 10/00 (2022.01); G06F 17/11 (2006.01); G06Q 40/06 (2012.01); G06V 10/762 (2022.01); G06F 17/16 (2006.01);
U.S. Cl.
CPC ...
G06N 10/00 (2019.01); G06F 17/11 (2013.01); G06Q 40/06 (2013.01); G06V 10/762 (2022.01); G06F 17/16 (2013.01);
Abstract

Systems and methods that address an optimized method to handle portfolio constraints such as integer budget constraints and solve portfolio optimization problems that map both to mixed binary and quadratic binary optimization problems. A digital processor is used to create a hierarchical clustering; this clustering is leveraged to allocate capital to sub-clusters of the hierarchy. Once the sub-clusters are sufficiently small, a quantum processor is used to solve the portfolio optimization problem. Thus, the innovation employs clustering to reduce an optimization problem to sub-problems that are sufficiently small enough to be solved using a quantum computer given available qubits.


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