Ameriprise Financial, Inc.
System and method of determining portfolio complexity

Last updated:

Abstract:

A method includes determining a plurality of complexity scores. Each of the plurality of complexity scores corresponds to a particular underlying component of a plurality of underlying components of a portfolio. The complexity score of the particular underlying component is based on a complexity rating of the particular underlying component and a contribution level of the particular underlying component to the portfolio. The method also includes determining a complexity score of the portfolio based on the plurality of complexity scores of the plurality of underlying components.

Status:
Grant
Type:

Utility

Filling date:

7 Aug 2014

Issue date:

29 Dec 2020