FINANCIAL GOAL PLANNING AND ANALYSIS SYSTEM

专利名称：FINANCIAL GOAL PLANNING AND

ANALYSIS SYSTEM

发明人：Christopher L. Jones,William F. Sharpe,Jason

S. Scott,John G. Watson,Jeff N.

Maggioncalda,Geert Bekaert,Steven R.Grenadler,Ronald T. Park

申请号：US12259429申请日：20081028

公开号：US20090055327A1公开日：20090226

专利附图：

摘要：A financial advisory system is described that facilitates planning regardingfinancial goals, such as retirement. According to one embodiment, a method of

forecasting a future value of a financial product holding is provided. Exposure analysis isperformed on a financial product in which an investor holds an interest to determine howthe financial product behaves relative to a set of asset classes. A forecast is generatedfor the financial product holding at a configurable time horizon based on forward-looking scenarios of one or more asset classes of the set of asset classes. Based on theforecast, information is directly or indirectly caused to be presented regarding aprojected value of the financial product holding at the configurable time horizon.

申请人：Christopher L. Jones,William F. Sharpe,Jason S. Scott,John G. Watson,Jeff N.Maggioncalda,Geert Bekaert,Steven R. Grenadler,Ronald T. Park

地址：Belmont CA US,Carmel CA US,Los Altos CA US,Menlo Park CA US,Palo Alto CAUS,Menlo Park CA US,Los Altos CA US,Menlo Park CA US

国籍：US,US,US,US,US,US,US,US

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