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1 US2014222714A1
Method and System for Evaluating Target Date Funds
Publication/Patent Number: US2014222714A1 Publication Date: 2014-08-07 Application Number: 13/762,096 Filing Date: 2013-02-07 Inventor: Dial, Glenn   Santiago, Katherine   Browne, Mark   Trevisan, Anne Lester   Avitabile, Lynn   Musto, David   Mauck, William I   Assignee: JPMorgan Chase Bank, N.A.   IPC: G06Q40/06 Abstract: The invention generally concerns systems, methods, and apparatus wherein a computer may receive information concerning a group of target date funds from a database. Information about the target date funds may comprise information about the glide path and the target retirement date of that fund. A diversification level of each of the target date funds may be determined from the received information. An equity ratio may also be determined for each of the target date funds using the received information. In some instances, the equity ratio may be based upon the amount of equity projected to be owned by the target date fund upon the target retirement date. After determining an equity ratio and a diversification level, a summary of the group of funds is output for review by a user. The summary may include a summary or graph of the diversification levels and equity ratios of the target date funds. The invention generally concerns systems, methods, and apparatus wherein a computer may receive information concerning a group of target date funds from a database. Information about the target date funds may comprise information about the glide path and the target retirement ...More ...Less
2 US8386361B1
Method and system for evaluating target date funds
Publication/Patent Number: US8386361B1 Publication Date: 2013-02-26 Application Number: 13/566,312 Filing Date: 2012-08-03 Inventor: Dial, Glenn   Santiago, Katherine   Browne, Mark   Trevisan, Anne Lester   Avitabile, Lynn   Musto, David   Mauck, William I   Assignee: JPMorgan Chase Bank, N.A.   IPC: G06Q40/00 Abstract: The invention generally concerns systems, methods, and apparatus wherein a computer may receive information concerning a group of target date funds from a database. Information about the target date funds may comprise information about the glide path and the target retirement date of that fund. A diversification level of each of the target date funds may be determined from the received information. An equity ratio may also be determined for each of the target date funds using the received information. In some instances, the equity ratio may be based upon the amount of equity projected to be owned by the target date fund upon the target retirement date. After determining an equity ratio and a diversification level, a summary of the group of funds is output for review by a user. The summary may include a summary or graph of the diversification levels and equity ratios of the target date funds. The invention generally concerns systems, methods, and apparatus wherein a computer may receive information concerning a group of target date funds from a database. Information about the target date funds may comprise information about the glide path and the target retirement ...More ...Less
3 US8255308B2
Method and system for evaluating target date funds
Publication/Patent Number: US8255308B2 Publication Date: 2012-08-28 Application Number: 12/269,197 Filing Date: 2008-11-12 Inventor: Dial, Glenn   Santiago, Katherine   Browne, Mark   Trevisan, Ann Lester   Avitabile, Lynn   Musto, David   Mauck, William I.   Assignee: JPMorgan Chase Bank, N.A.   IPC: G06Q40/00 Abstract: The invention generally concerns systems, methods, and apparatus wherein a computer may receive information concerning a group of target date funds from a database. Information about the target date funds may comprise information about the glide path and the target retirement date of that fund. A diversification level of each of the target date funds may be determined from the received information. An equity ratio may also be determined for each of the target date funds using the received information. In some instances, the equity ratio may be based upon the amount of equity projected to be owned by the target date fund upon the target retirement date. After determining an equity ratio and a diversification level, a summary of the group of funds is output for review by a user. The summary may include a summary or graph of the diversification levels and equity ratios of the target date funds. The invention generally concerns systems, methods, and apparatus wherein a computer may receive information concerning a group of target date funds from a database. Information about the target date funds may comprise information about the glide path and the target retirement ...More ...Less
4 US2009327155A1
Method and System for Evaluating Target Date Funds
Publication/Patent Number: US2009327155A1 Publication Date: 2009-12-31 Application Number: 12/269,197 Filing Date: 2008-11-12 Inventor: Dial, Glenn   Santiago, Katherine   Browne, Mark   Trevisan, Anne Lester   Avitabile, Lynn   Musto, David   Mauck, William I.   Assignee: JPMorgan Chase Bank, N.A.   IPC: G06Q40/00 Abstract: The invention generally concerns systems, methods, and apparatus wherein a computer may receive information concerning a group of target date funds from a database. Information about the target date funds may comprise information about the glide path and the target retirement date of that fund. A diversification level of each of the target date funds may be determined from the received information. An equity ratio may also be determined for each of the target date funds using the received information. In some instances, the equity ratio may be based upon the amount of equity projected to be owned by the target date fund upon the target retirement date. After determining an equity ratio and a diversification level, a summary of the group of funds is output for review by a user. The summary may include a summary or graph of the diversification levels and equity ratios of the target date funds. The invention generally concerns systems, methods, and apparatus wherein a computer may receive information concerning a group of target date funds from a database. Information about the target date funds may comprise information about the glide path and the target retirement ...More ...Less