METHOD FOR DEFINED CONTRIBUTION DEFAULT BENCHMARK

A method for generating an integrated family of benchmarks representing portfolio allocations for a participant is described. At least two assets for a portfolio are identified. A current market rate for at least one of the assets and an expected inflation for a predetermined time period are determi...

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Bibliographic Details
Main Authors PESKIN MICHAEL WALTER, SEXAUER STEPHEN CHARLES, CASSIDY DANIEL PHILIP
Format Patent
LanguageEnglish
Published 28.06.2012
Subjects
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Summary:A method for generating an integrated family of benchmarks representing portfolio allocations for a participant is described. At least two assets for a portfolio are identified. A current market rate for at least one of the assets and an expected inflation for a predetermined time period are determined via a computing device. The computing device determines a portfolio allocation to each asset based on the current market rate and the expected inflation so as to define a process for obtaining inflation-protected income for a predetermined number of years and then non-inflation protected income for subsequent years. The identified assets and the portfolio allocations are published via a network.
Bibliography:Application Number: US201213413614