Drift determination in multi-style managed client investment account
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United States of America Patent
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Oct 5, 2010
Grant Date -
N/A
app pub date -
Feb 25, 2003
filing date -
Feb 25, 2003
priority date (Note) -
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Abstract
A processor and system are provided for determining drift in an investment account having assets associated with a plurality of investment styles. An actual asset allocation of at least one portion of the investment account is determined. The at least one portion of the investment account includes both cash assets and security assets. The actual asset allocation of the at least one portion of the investment account is compared to an allocation rule. A drift of assets associated with the at least one portion is determined based on the comparison. A rebalancing of the investment account may occur based on the determined drift.
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