GENERATING AN ANNUITY PAYMENT USING A DYNAMIC ASSET ALLOCATION INVESTMENT

Patent №

US 8,566,191

Granted

2013-10-22

Filed 2005

Owner

FMR CORP.

Lab

AI components

2

planning · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

11174944

An annuity is provided to an annuitant based on the performance of an investment. Assets of the investment are automatically reallocated over time and the annuity payment may change based on the performance of the automatically allocated assets. In some examples, the assets are automatically reallocated based on a demographic, which can include an age, a range of ages, and/or a gender.

PlanningAI hardwareG06Q 40/06G06Q 40/00G06Q 40/02

AI classification

Planning1.00
AI hardware0.85
Evolutionary computation0.29
Knowledge representation0.06
Natural language0.00
Machine learning0.00
Speech0.00
Vision0.00

Ownership

FMR CORP.

assignment · 166460965

Assignors

SHELON, JONATHAN, CHENG, REN

On an employer assignment, the assignors are typically the inventors.

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