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7529701 |
System and method for implementing employee stock plans
Tools for implementing employee stock plans including stock options, restricted stock awards and/or and stock purchase plans are provided. A system is provided that comprises volatile data storage...
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7526445 |
System for pricing financial instruments
A method of determining an estimate of the market value of a traded unit of a financial instrument, and apparatus for carrying out the method, said instrument comprising a fund of individually...
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7523058 |
Systems and methods for processing negotiable instruments
A method of processing negotiable instruments includes receiving a message at a host computer system of an entity that processes negotiable instruments from a client computer of an entity that...
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7523060 |
System and method for negotiating according to improved matching criteria
A computer-implemented system ( 10 ) for conducting automatic negotiations stores profiles for parties ( 12, 14 ) to the negotiation, each profile specifying values for one or more parameters being...
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7523059 |
Calculating financial risk of a portfolio using distributed computing
Protects a highly confidential parameter against leakage in a distributed computing system. An example distributed computing system causing a plurality of partial calculations to be performed...
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7519554 |
Processing binary options in future exchange clearing
Systems and methods are disclosed for processing binary options (also referred to as digital options) in existing clearing systems, such as futures clearing systems. The binary option is treated,...
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7519552 |
Method of enhancing value of pension system assets
A program product, a system, and method for a trustee and a pension system, one embodiment of a program product consistent with the invention comprises program code for generating or receiving a...
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7516096 |
Fabrication facility major excursion event cost forecast model
A system and method for forecasting the monetary impact resulting from non-predictable events within an enterprise begins by determining one or more monetary impact contributors attributable to the...
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7512555 |
Investment management tool
An investment portfolio development and management system using dynamically linked and re-configurable portfolio building blocks for the construction and management of hierarchical portfolios....
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7512556 |
System and method for evaluation of simulated hedging relationship assignments
A system and method for evaluation of simulated hedging relationship assignments. A processor may, in response to an inputted selection of a simulated hedging relationship assignment, calculate at...
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7509279 |
Method and system for computing path dependent probabilities of attaining financial goals
A method and system for computing the probability of attaining one or multiple financial goals is disclosed. Each goal is analyzed and reduced to a series of cash flows. A threshold criterion of...
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7509275 |
System and method for asymmetric offsets in a risk management system
A system and method for using asymmetrical offsets for products in a risk management analysis system are disclosed. Conventional systems assign symmetrical offsets for products, that is, if two...
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7509278 |
Long-term investing
The present invention is a method, system and investment product for allocating or structuring investment assets (such as marketable securities, bonds, mortgages, or other property interests,...
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7509274 |
Internet-based system for identification, measurement and ranking of investment portfolio management, and operation of a fund supermarket, including “best investor” managed funds
Internet-based business system and management programs therefor, and more particularly to financial investment management characterized by a unique system of attracting and identifying the Best...
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7505934 |
Computer support for valuing and trading securities that produce mostly tax-exempt income
Computer machine, manufacture, methods of making and using the same, and product produced thereby, each pertaining to valuing, trading, and/or documenting securities that produce mostly tax-exempt...
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7502756 |
Matched filter approach to portfolio optimization
Given a fixed amount of capital, how to invest it optimally by distributing it among a set of stocks and securities so as to maximize the return while minimizing the overall risk is addressed here....
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7502755 |
Method of structuring and using a performance-based participation certificate
A method and computer program product for structuring a credit guarantee contract, comprising identifying a pool of assets, identifying parameters for the assets, identifying a manner of securing a...
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7499881 |
Compensatory ratio hedging
Compensatory ratio hedging is a methodology whereby an amount of a bond that is hedged by a swap varies during the life of the swap, per a predetermined schedule, such that the change in the swap's...
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7496534 |
Methods for trade decision making
A method of trading assets on a market including: (1) receiving price data for an asset over one or more computer networks; (2) receiving current system position information; (3) storing the...
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7493278 |
Method and system for analyzing a capital structure for a company
Various embodiments of the present invention relate to methods and systems for analyzing a capital structure for a company (e.g., a public corporation). More particularly, one embodiment of the...
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7487123 |
Computer-implemented securities trading system with virtual currency and virtual specialist
A computer-implemented financial management system provides the trading of securities via a network using virtual currency. A server computer receives buy and sell orders for derivative financial...
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7483847 |
System and method for referral fee processing in accounts managed by financial advisors
A method and apparatus which provides for a referral program where a financial institution, such as a broker dealer, can refer customers to an independent financial advisor, under an on-going...
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7483850 |
System and method for timed order entry and modification
A system and method for defining and processing timed orders are defined. According to one embodiment, a trader may define a timed order by defining an intra-day time trigger or a time period when...
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7483854 |
Method and system for intelligent automated security trading via the internet
A method and system for intelligent automated security trading via the Internet, which provides an Automated Trading Service Center (ATSC), offering a Home Page Service and managing at least one...
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7480632 |
Electronic collateral management system and method
A process for allocating specific assets from a pool of assets to secure a liability. Information concerning each of the assets in the pool of assets is received from at least two sources. A set of...
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7480633 |
Real-time brokerage account application system and method
A system and method for processing a brokerage account application in a substantially real-time environment, where a host system retrieves Applicant data via a distributed network, communicates...
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7479962 |
System and method for generating pixel values for pixels in an image using strictly deterministic methodologies for generating sample points
A computer graphics system generates pixel values for pixels in an image of objects in a scene, using strictly-deterministic low-discrepancy sequences, illustratively Halton sequences, as sample...
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7478063 |
Stock trading application program
A stock trading application program which executes within an Internet browser is provided for capturing user specified subjective information concerning user rationale and logic for purchasing or...
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7475033 |
Method of protecting an initial investment value of an investment
A method of protecting at least a portion of an initial investment value of an investment made by an investor including the steps of: providing a business entity; electing the business entity to be...
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7475102 |
Random number generation method based on multivariate non-normal distribution, parameter estimation method thereof, and application to simulation of financial field and semiconductor ion implantation
Random number generating method for generating random numbers in accordance with multivariate non-normal distributions based on the Yuan and Bentler method I on computer. The method includes...
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7475032 |
Systems and methods for creating financial advice applications
The present invention is a computer-implemented system and method for easily configuring new financial advice applications from various services and sub-applications in order to deliver consistent...
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7472084 |
Method and apparatus for creating and managing a visual representation of a portfolio and determining an efficient allocation
The invention provides a method and device for creating a holistic representation of a portfolio. The model graphs diversification and explains diversification as symmetry. The model can facilitate...
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7472087 |
Trading program for interacting with market programs on a platform
A trading process having a trading methodology selected by a user is operative to interact with market processes having respective market methodologies. The trading process and the market processes...
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7469223 |
Index selection method
A method for forming an index in which a universe of N instruments is initially defined. In a second step, a covariance matrix is assigned to the universe. In a third step, one of the instruments...
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7469228 |
Systems and methods for efficient frontier supplementation in multi-objective portfolio analysis
The systems and methods of the invention are directed to portfolio optimization and related techniques. For example, the invention provides a method for multi-objective portfolio optimization for...
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7469226 |
Method of providing a financial event identification service
A method of providing a financial event identification service using a database of fundamental event data or technical event data comprises: receiving a request for fundamental event data or...
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7469238 |
Method of rule constrained statistical price formation recognition
A method of developing a rule-constrained statistical pattern recognizer applicable to price formation recognition includes assembling input data containing examples of patterns to be recognized...
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7469227 |
Retail lending risk related scenario generation
Generation of risk-related retail lending portfolio scenarios is disclosed. A selected functional form is used to decompose vintage performance data into a maturation component, an exogenous...
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7467105 |
Price calculator
A method is provided for calculating a price of a financial instrument that includes obtaining parameters of the financial instrument from a financial database of transactions and determining the...
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7467112 |
Method for listing a futures contract that physically settles into a swap
According to some embodiments, a futures contract is listed on a futures trading exchange. The futures contract physically settles upon expiration into a reference swap. The reference swap is...
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7467107 |
Web-based system and method for hedge fund compliance
A computer-based method for facilitating hedge fund compliance is disclosed. The method includes receiving input data descriptive of one or more aspects of a hedge fund management operation,...
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7467109 |
System and method for determining eligibility and enrolling members in various programs
A system and method for determining eligibility of persons and enrolling those persons in various programs. For example, one embodiment is particularly suited for enrolling credit card members in...
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7467108 |
System and method for predicting security price movements using financial news
A method of creating a price prediction model that forecasts short-term price fluctuations in financial instruments by collecting, analyzing and classifying financial news for a financial...
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7464053 |
Buyer-driven purchasing loyalty system and method using an electronic network
Disclosed is a method and system for effectuating a buyer-driven and buyer-executed commerce system. The system allows prospective buyers and sellers of goods and services to anonymously exchange...
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7461023 |
Price charting system and technique
The invention is directed to a market price charting method for displaying both current and historical price activity in terms of valuation rather than absolute price. The invention allows users to...
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7461027 |
Basket creation process for actively managed ETF that does not reveal all of the underlying fund securities
Methods and apparatus are provided to administer an actively managed investment company that invests assets in fixed income securities. The investment company issues one or more classes of shares...
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7457775 |
System and method for selecting securities for investment
A system and method for automated selection of securities within an index for purchase or sale. The system and method according to certain embodiments of the present invention select securities...
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7457776 |
Systems and methods for providing a combination financial product
The present invention relates to systems and methods for administering combination annuity products and to combination annuity products themselves. Certain embodiments of the invention can be used...
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7454376 |
Online investment trust creation and management
A system and method for creating and administering trusts over the Internet. A grantor accesses a website over the Internet that is served by a trust account administration server. The server...
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7451104 |
Method for funding an organization
A method for funding an organizing with cash flows derived from the death benefits of life insurance policies initiated within a bankrupt remote, special purpose entity having the same insurable...
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