Computer-implemented method of selecting an investment portfolio and administering an investment company based in part on socially responsible investing considerations

A computer-implemented method of administering an investment company that includes a recommended investment portfolio that is selected based in part on investment factor considerations, the method comprising:

• (a) selecting the recommended investment portfolio by:
• (i) providing a portfolio of securities identified for potential inclusion in the recommended investment portfolio;
• (ii) providing investment factor scores for the identified securities;
• (iii) ranking the identified securities relative to each other based on their investment factor scores in a computerized ranking engine;
• (iv) entering into a processor:
• (A) initial weightings for each of the identified securities, or data by which initial weightings for each of the identified securities is objectively calculated, the initial weightings or the data being unadjusted by investment factor considerations,
• (B) the ranking of the identified securities based on their investment factor scores, and
• (C) an investment factor multiplier algorithm that is correlated with the relative ranking;
• (v) calculating via the processor using a weighting engine, adjusted weightings for the portfolio of securities using at least the entered items (A)-(C), wherein securities having higher ranked investment factor scores relative to other securities receive greater weightings, and the weightings include non-binary weightings;
• (vi) outputting via the processor, the adjusted weightings for the portfolio of securities, and
• (vii) selecting the recommended investment portfolio based in part on investment factor considerations using the adjusted weightings;
• and
• (b) providing an investment company portfolio trading and managing computer that receives instructions to select and hold the portfolio of securities of the selected recommended investment portfolio.

An apparatus for selecting a recommended investment portfolio based in part on investment factor considerations, the apparatus comprising:

• (a) a securities database that stores and outputs a portfolio of securities identified for potential inclusion in the recommended investment portfolio;
• (b) a score database that provides investment factor scores for the identified securities;
• (c) a computerized ranking engine that ranks the identified securities relative to each other based on their investment factor scores;
• and
• (d) a processor having a weighting calculation engine, the processor configured to:
• (i) receive
• (A) initial weightings for each of the identified securities, or data by which initial weightings for each of the identified securities is objectively calculated, the initial weightings or the data being unadjusted by investment factor considerations,
• (B) the ranking of the identified securities based on their investment factor scores from the computerized ranking engine, and
• (C) an investment factor multiplier algorithm that is correlated with the relative ranking;
• (ii) calculate in the weighting calculation engine adjusted weightings for the portfolio of securities using at least the entered items (i) (A)-(C), wherein securities having higher ranked investment factor scores relative to other securities receive greater weightings, and the weightings include non-binary weightings;
• (iii) output the adjusted weightings for the portfolio of securities;
• and
• (iv) select the recommended investment portfolio based in part on investment factor considerations using the adjusted weightings.