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7620584 |
System and method for online trading using an electronic spreadsheet
A system and method for receiving streamed, real time quotes with respect to financial instruments. The system applies a spreadsheet based investment strategy to the real time quotes, generating...
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7620582 |
Method of generating and displaying stock index
An arithmetic operation for calculating a value of a Masuda ratio (Mratio) or a value substantially equivalent to the Masuda ratio (Mratio) on the basis of the stock price information on a database...
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7620581 |
Financial instrument portfolio credit exposure evaluation
A computer-implemented method evaluates credit exposure of a portfolio of financial instruments. A deal object is established for each instrument. The deal object comprises a representation of the...
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7620577 |
Non-capitalization weighted indexing system, method and computer program product
A passive investment system based on indices created from various metrics is disclosed. The indexes may be built with metrics other than market capitalization weighting, price weighting or equal...
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7617147 |
Methods and apparatus relating to the formulation and trading of investment contracts
A data processing system to enable the formulation of multi-party investments contracts is disclosed. The system comprises input means by which an ordering party can input contract data relating to...
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7617145 |
Adaptive bidding increments in an online auction system
A system and method is disclosed for the conduct of an online auction in which bidders are able to place bids on lots in the auction by selecting from a plurality of predetermined bid increments...
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7617143 |
Global risk demand index
Methods for generating risk demand indices are provided. In various embodiments, the methods may include selecting a plurality of sub-index modules, wherein generation of each sub-index module...
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7617142 |
Method and system to solve dynamic multi-factor models in finance
Methods and systems for estimating time-varying factor exposures of either an individual financial instrument or a portfolio of such instruments, through the solution of a constrained...
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7617140 |
Systems and method for improving investment performance
Methods for a data processor implemented system monitor for enabling persons to turn over the allocation of their investment assets, and/or receive assistance concerning how to receive...
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7613652 |
Computer methods and apparatus for optimizing portfolios of multiple participants
Computer technology for substantially optimizing portfolios of multiple participants is disclosed. Preferably the portfolios of such multiple participants comprise fixed income instruments. The...
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7613646 |
Methods for assigning a price to an asset that is a derivative of a non-marketed variable
A computer-implemented method is provided for valuing and hedging payoffs that are determined by an underlying non-marketed variable that moves randomly. The value assigned is that which is...
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7613642 |
Equity based incentive compensation plan computer system
A system and process linking an external computer with a system of a lending institution, a market information vendor or brokerage company, to provide for simultaneous tracking of one or more...
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7610294 |
Multidimensional data cube validation
This disclosure describes techniques of validating data that a user enters into an enterprise system for storage within a multidimensional data cube. The data cube includes one or more data...
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7610232 |
Periodic rate reset security with a conversion feature
A computer implemented method for an issuer of a periodic rate reset security with a conversion feature (PRRSC), other than a traditional convertible security issuer, to issue a PRRSC including the...
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7610231 |
Synthetic funds having structured notes
The present invention relates to synthetic funds for purchase by investors. A structured note is structured to provide customized equity returns/exposure. Terms of each structured note may be...
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7610230 |
Method and system for evaluating the investment ratings of a securities analyst
Systems and methods for measuring the performance of calls on securities by a securities analyst during an evaluation period are disclosed. According to various embodiments, the system may include...
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7606758 |
Dynamic stock repurchase model
Various methods for constructing a model for a firm to repurchase stock of the firm are disclosed. The method may include estimating stock repurchase needs for the firm for at least a portion of a...
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7606757 |
Method and system for patent valuation
Patent valuation method uses discounted present value analysis and statistical risk adjustment techniques to compute an estimate of the value of a patent or portfolio of patents. The present value...
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7606756 |
Synthetic funds having structured notes
The present invention relates to synthetic funds for purchase by investors. A structured note is structured to provide customized equity returns/exposure. Terms of each structured note may be...
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7606755 |
Systems and methods to automatically generate a return target for a potential real estate deal based on supplemental deal information
Systems and methods are provided to automatically generate a return target for a potential real estate deal based on supplemental deal information. According to one embodiment, a collateral type...
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7606754 |
Method and system for reconciling equity hedge funds
A method and system for tracking the compliance of an insurance policy's portfolio account used to finance benefit obligations containing equity-linked assets distributed among at least one fund...
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7606753 |
Computer-implemented method and apparatus for adjusting the cost basis of a security
A computer-implemented method and apparatus for determining a cost basis associated with a plurality of shares of a security. In response to information identifying an issuer, the purchase date and...
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7606749 |
Structured credit enhancements
Methods of raising funds for an entity, such as a municipality. The method may include the entity offering a first set of debt obligations and offering a second set of debt obligations by one of...
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7606748 |
System and method for preventing cross trading
Information regarding the current state in the market is used to prevent orders from crossing. In an example provided herein, when an order is entered into a market, information regarding current...
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7603309 |
Computer implemented and/or assisted methods and systems for providing guaranteed, specified and/or predetermined execution prices in a guaranteed, specified and/or predetermined timeframe on the purchase or sale of, for example, listed options
Methods and systems are provided which enable options broker-dealers to guarantee execution of an option trade order within a specified time window. By providing means to quantify and mitigate the...
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7603308 |
Security analyst estimates performance viewing system and method
A method and system are provided for simultaneously displaying historical accuracy indicators for an analyst and the analyst's estimate for a future event, on an analyst by analyst basis, for a...
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7603306 |
System and method for incorporating mortality risk in an investment planning model
A retirement planning method for computing possible future values of a portfolio of an investor. In one embodiment, the method includes the steps of (a) receiving a plurality of user inputs...
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7603305 |
Combined loan and investment system and method
A combined loan and investment program comprises a computer processor and program code configured to be executed by the computer processor to process financial loan and investment data by...
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7603304 |
Domain specific return on investment model system and method of use
A system and method for creating and executing a business model for domain specific decisions to compare possible alternative business solutions to maximize results is provided. A domain-specific...
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7599879 |
Syndication loan administration and processing system
A loan syndication tracking and management system and method provides a user with access to specific details related to a syndicated loan. The system and method coordinates investor, borrower and...
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7599874 |
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 is provided for selecting a recommended investment portfolio based in part on socially responsible considerations. A portfolio of securities is identified for...
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7599873 |
System and method for ETF investing
A system and method for ETF investing that provides a primary exchange traded fund (PETF) that comprises a plurality of shares, wherein the primary exchange traded fund comprises investments in a...
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7599872 |
Method and system for asset allocation
A method and system of matching an investor's objectives for portfolio investment return and risk with an assessment of a range of expected returns and risks that are likely to be generated by...
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7599871 |
Method and system for non-Gaussian pricing of options and other derivatives
In preferred embodiments, a method and system for pricing a derivative (e.g., a stock option) based on a non-Gaussian price model assuming statistical feedback. The dynamics of the underlying...
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7599870 |
System, method and framework for generating scenarios
System, method and framework for generating scenarios used in risk management applications. The present invention is based on a generic framework that provides levels of abstraction, segregates...
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7599869 |
Pre-trade compliance checking in a portfolio management system
A mechanism for pre-trade compliance checking in a mutual funds portfolio management system is disclosed. The preferred embodiment of the invention records the interpretations and assumptions of...
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7599868 |
System and method for displaying trading data
A system and method are provided for presenting trading information. One example method includes displaying a plurality of effective trade indicators corresponding to price levels at which...
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7596525 |
Computer-implemented method and apparatus for selecting an investment portfolio and administering an investment company based in part on socially responsible investing considerations
A computer-implemented method is provided for selecting a recommended investment portfolio based in part on socially responsible considerations. A portfolio of securities is identified for...
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7596524 |
Systems and methods for measuring interest rate exposure for a portfolio of fixed-income instruments
A computer-assisted method for analyzing the interest rate exposure of a fixed-income instrument, such as a bond, is disclosed. The method includes the step of identifying N significant constituent...
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7596523 |
Method and apparatus for network-based portfolio management and risk-analysis
The invention comprises a risk model and data, and is provided on a secure Web-based, interactive platform, whereby a user can build customized risk analyses and reports, covering multiple asset...
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7593895 |
Profitability evaluation in transaction decision
A risk assessment system that performs a risk assessment of a financial transaction. The risk assessment system incorporates a profitability assessment scoring model that evaluates whether to...
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7593894 |
Method, software program, and system for structuring risk in a financial transaction
A method of structuring a financial transaction, including allocating to a transaction pool n credits, each of the credits having an obligation to make specified payments and each of the credits...
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7593883 |
Financial activity based on tropical weather events
A graphical user interface for a financial activity network that includes a central managing system connected to a plurality of participant terminals. Rules governing operation of the financial...
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7593882 |
Report generator for allowing a financial entity to monitor securities class action lawsuits and potential monetary claims resulting therefrom
Reports are automatically created of securities class action lawsuits customized to show potential monetary claims resulting from the lawsuits for securities purchased or acquired by one or more...
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7593881 |
System and method for donor-directed asset management
Methods and systems for facilitating donor-directed asset management are provided. In one embodiment, a program agreement may be established between a donor and a donee and an asset may be donated...
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7593880 |
Methods and systems for analytical-based multifactor multiobjective portfolio risk optimization
The invention provides systems and methods for determining an efficient frontier, which comprises a collection of security allocations in a portfolio, with multiple, conflicting objectives in a...
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7593879 |
System and method for using diversification spreading for risk offset
A system and method for analyzing a portfolio that includes a variety of diverse products is disclosed. The system and method determines the extent or non-extent of the correlation between the...
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7593877 |
System and method for hybrid spreading for flexible spread participation
A system and method for risk analysis of a portfolio of derivative products is disclosed which is conducted based on a set of flexible rules. The system and method allow creating predefined sets of...
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7593875 |
Financial system for isolated economic environment
A system and method for conducting financial transactions in an isolated economic environment. The present invention includes a non-isolated financial account system based in a non-isolated...
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7590589 |
Game theoretic prioritization scheme for mobile ad hoc networks permitting hierarchal deference
A method for providing unequal allocation of rights among agents while operating according to fair principles, comprising assigning a hierarchal rank to each agent; providing a synthetic economic...
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