(19)
(11) EP 0 867 009 A1

(12)

(43) Date of publication:
30.09.1998 Bulletin 1998/40

(21) Application number: 96944955.0

(22) Date of filing: 13.12.1996
(51) International Patent Classification (IPC): 
G06Q 40/ 00( . )
(86) International application number:
PCT/US1996/020469
(87) International publication number:
WO 1997/022075 (19.06.1997 Gazette 1997/26)
(84) Designated Contracting States:
CH DE FR GB LI NL

(30) Priority: 15.12.1995 US 19950008698P
03.07.1996 US 19960021116P
13.12.1996 US 19960764232

(71) Applicant: Enhanced Investment Technologies Inc.
Palm Beach Gardens, FL 33410 (US)

(72) Inventor:
  • FERNHOLZ, Erhard, Robert
    Princeton, NJ 08540 (US)

(74) Representative: Smulders, Theodorus A.H.J., Ir., et al 
Vereenigde Octrooibureaux Nieuwe Parklaan 97
2587 BN 's-Gravenhage
2587 BN 's-Gravenhage (NL)

   


(54) APPARATUS AND ACCOMPANYING METHODS FOR AUTOMATICALLY MODIFYING A FINANCIAL PORTFOLIO THROUGH DYNAMIC RE-WEIGHTING BASED ON A NON-CONSTANT FUNCTION OF CURRENT CAPITALIZATION WEIGHTS