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7451103 |
System and method for centralized automated reconciliation of custody accounts
A method and system for centralized automated reconciliation of investment manager and related custody accounts makes use of computer hardware and software in a service bureau environment to...
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7448534 |
Philanthropy management apparatus, system, and methods of use and doing business
A philanthropic donation management system and methods of use and doing business. The system includes a computing server in communication with a communications network, such as the Internet, a LAN,...
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7444300 |
Method and system for improved fund investment and trading processes
Systems and methods are disclosed for managing and trading an investment fund having a portfolio including any combination of financial instruments and cash and having a general class of fund...
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7440917 |
Order risk management system
Systems and methods are provided for processing derivative product orders at an exchange. Traders provide derivative product order risk data to the exchange. The order risk data may include maximum...
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7440921 |
System and method for evaluating real estate transactions
Evaluating a real estate transaction based on preliminary data about the transaction. An evaluation system employs a transaction evaluator software module that can receive input about a customer...
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7437322 |
Managing investment assets
A method for providing investor liquidity and portfolio growth includes (a) acquiring properties from investors through tax-preferred transactions, at least one of the properties being acquired...
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7437323 |
Method and system for spot pricing via clustering based demand estimation
A method and system can be used to determine an optimal price of a commodity on a spot market. Market state conditions can be generated using historical data, such as transactional and other data....
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7437326 |
Securities trading simulation
A securities trading simulation method and system that is capable of performing a series of simulated securities trades of a security using actual or potential market data to obtain distribution of...
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7433884 |
Identification of licensing targets using citation neighbor search process
A portable database can be used by a client organization with substantial numbers of patents to identify target organizations that may be interested in licensing said patents. The database combines...
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7433839 |
Total return asset contracts and associated processing systems
A novel vehicle investment that greatly simplifies ownership and implementation of futures so that the pricing, trading, and risk management characteristics of futures investment are more broadly...
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7433837 |
Apparatus and methods for handling trading data
A manually-assisted computer and communications apparatus is provided for periodically fixing a price of a currency or commodity. Successive rate samples of said currency/stock/commodity are...
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7430532 |
System and method for trade entry
A system and method for analyzing and effectuating a transaction involving financial instruments which includes an analytics platform capable of modeling the performance of a financial instrument...
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7430531 |
System and method for assisting customers in choosing a bundled set of commodities using customer preferences
A system and method for assisting a customer in choosing a combination of commodities based on preferences of the customer. A combination is a set of related commodities, wherein bundling discounts...
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7428508 |
System and method for hybrid spreading for risk management
A risk management system and method is disclosed which utilizes a flexible and configurable set of spreading techniques which may be incorporated into existing risk management software to enhance...
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7428505 |
Method and system for harvesting feedback and comments regarding multiple items from users of a network-based transaction facility
A method of displaying a user interface to harvest feedback information pertaining to transactions facilitated by a computerized transaction facility includes the display of multiple feedback...
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7426488 |
Private equity investments
In general, in one aspect, the disclosure describes a computer program for analyzing private equity investments. The program includes instructions that access public equity data identifying...
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7424452 |
Method and system for initiating and clearing trades
A system and method are provided for facilitating the exchange of data between one or more price providers and customers who communicate with the price providers through various portals, each of...
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7424454 |
Opening price process for trading system
A system for determining an opening price for products traded over a distributed, networked computer system is described. The system includes a plurality of workstations for entering orders for...
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7421408 |
Personal or family financial accounting and management system
The invention is directed to a personal financial management system and method for personal financial management. A user interface attached to a computer may interact with the user and/or financial...
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7421407 |
Process and system for determining correlation of public and private markets and risk of private markets
Process and system for investing in private portfolio includes determining relative risk, excess return and correlation of a private investment portfolio to a public market.
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7421406 |
System and method for asset accumulation and risk management
The system and method of the present invention removes barriers that undermine efficient risk-management. The invention prioritizes consumers by predicting their unmet demand for risk protection....
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7418419 |
Method and system for comparison and evaluation of investment portfolios
A method and system performs an analysis to compare and evaluate the performance of an investment portfolio. The method and system includes fiscal data realignment and multiple holdings date...
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7418423 |
System and method for automated commodities transactions including an automatic hedging function
An integrated virtual market is provided that facilitates communication between the producers of a given commodity and the parties wishing to purchase such commodities. This system provides...
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7418416 |
Gamma trading tool
Automated hedging of financial instruments can include the automated generation of orders to hedge a financial exposure associated with a first financial instrument (e.g., to hedge a risk...
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7418420 |
Method and system for providing downside protection of stock market investments
A method and system for providing downside protection of stock market investments. The present invention allows stock prices to be expressed as a stop loss percentage of the high value the stock...
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7418414 |
System and method to organize and manage corporate capitalization and securities
The present invention is a system and method for organizing and managing corporate capitalization and securities. A database tracks the complete capitalization, not just the administration of...
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7418418 |
System and method for pricing fixed income securities
A computer-based system is disclosed for pricing fixed income securities which includes a tool for selecting a portfolio of fixed income securities stored in a portfolio database, a graphical user...
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7418417 |
Credit index, a system and method for structuring a credit index, and a system and method for operating a credit index
The present invention relates to a credit index, a system and method for structuring a credit index, a system and method for operating a credit index, and a system and method for determining the...
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7415432 |
Method and apparatus for the receipt, combination, and evaluation of equity portfolios for execution by a sponsor at passively determined prices
The present invention is directed to a system for the electronic trading of financial instruments, and in particular, a system and method for the receipt, combination, and evaluation of equity...
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7415471 |
Methods and systems for automated data collection and analysis for use in association with asset securitization
A computer-assisted method and system for processing asset-related documents in a database having at least one record therein. The method includes reviewing asset-related data contained on at least...
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7412414 |
Portfolio rebalancing by means of resampled efficient frontiers with forecast confidence level
A computer-implemented method and computer program product for selecting a portfolio weight (subject to specified constraints) for each of a plurality of assets of an optimal portfolio. A...
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7406441 |
System and method for online human resource outsourcing and portal access
An system and method for online human resource outsourcing is provided via online and through portal access such as obtained when utilizing wireless applications.
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7406444 |
Order price threshold for automated market system
A method for trading a security in an electronic market includes entering an order at a client station for executing against any market participant that can at least in part satisfy the order,...
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7406447 |
Opening price process for trading system
A system for determining an opening price for products traded over a distributed, networked computer system, includes a plurality of workstations for entering orders for financial products into the...
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7403919 |
System and method for determining the liquidity of a credit
The present invention relates to a credit index, a system and method for structuring a credit index, a system and method for operating a credit index, and a system and method for determining the...
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7401047 |
Network auction scheme, winning bid determining scheme, apparatus therefor, and recording medium having their programs recorded thereon
To prevent a single bidder from profiting by submitting multiple false-name bids, an auctioneer: sets a threshold price r; determines the ranking i of the minimum value equal to or larger than r in...
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7401041 |
Systems and methods for providing robust investment portfolios
Robust methods for determining an investment portfolio are based on investment parameters which are assumed to be error bounded rather than precisely known values. A confidence threshold is input...
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7401037 |
System, method, and computer program product for providing stabilized annuity payments and control of investments in a variable annuity
In one embodiment, a method of managing assets for stabilizing anticipated periodic payments, allocating the assets to first and second pools; at periodic intervals, comparing the current value of...
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7401043 |
Method and system for issuing securities and fixed rate financing instruments, method for establishing a market with the system
An issuing system for a newly-issued security or fixed rate financing instrument includes a server and a plurality of issuing machines connected to the server via a network. Each of the issuing...
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7401042 |
Method for profiling options
A method for measuring a price level of an option contract or a series of options contracts based upon a volatility of an underlying security. The method includes the process of calculating a rate...
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7401046 |
System and method for displaying option market information
The present invention provides a method of displaying option market information including establishing a communication link between a member computer and a central computer, accessing option...
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7398242 |
Risk stripping system and method
A method is provided for managing risk associated with at least one financial transaction wherein each of the at least one financial transactions having at least a first risk factor and a second...
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7398237 |
Rule based engine for validating financial transactions
A method and system for checking whether customer orders for transactions of financial instruments conform to business logic rules. Executable rule files are created and stored in a repository. New...
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7395236 |
Risk management system and method providing rule-based evolution of a portfolio of instruments
A risk management system and method provides for the establishment of dynamic portfolios, whose evolution over time is defined by one or more rules. Each dynamic portfolio can have instruments...
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7395234 |
Method, apparatus and program for pricing, transferring, buying, selling and exercising financial options for paying educational course fees
An apparatus, method and program for user to contract a future education fee amount now and paying for the said education fees in the future. This is done by way of a contract agreeable between the...
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7392213 |
Generator libraries
The present invention is directed to a generic, object-oriented library of generators and operations on generators. The library of generators and other objects provides a set of reusable components...
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7389263 |
Method and system for the automated trading of financial instruments
In accordance with the present invention, there is provided a method of communicating trade orders in a marketplace for financial instruments through an on-line trading account with a financial...
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7389262 |
Financial products having demand-based, adjustable returns, and trading exchange therefor
This invention provides methods and systems for trading and investing in groups of demand-based adjustable-return contingent claims, and for establishing markets and exchanges for such claims....
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7386493 |
System and method for managing concentration of corporate debt
A method and system for managing concentration of debt, wherein a condition is associated with debt instruments, and the condition changes at least one parameter of the debt instrument in the event...
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7386494 |
Method and apparatus for receiving a subscription for a security
A method and apparatus provides on a home page of a web site information about a mutual fund subscription and a link which may be followed to a web page which may be used to subscribe to the fund...
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