Matches 1 - 50 out of 74 1 2 >


Match Document Document Title Score
US20070022033 Hedge fund weight in a hedge fund index  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
999
US20090099950 Index Rebalancing  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
814
US20070005475 Notional index  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
813
US20030236742 Hedge fund risk management  
A computerized method and system for managing risk associated with a Hedge Fund is disclosed. Information relating to Hedge Funds is gathered and stored as data in preparation for a risk inquiry...
747
US20070005470 Rebalancing based on exposure  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
704
US20070005469 Reallocation  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
703
US20080208769 CREATION AND MAINTENANCE OF A LIQUID "ALTERNATIVE BETA" INVESTMENT FUND  
A method of creating and managing one or more investment funds that seek to match or exceed the investment performance of a distinct subset (the “alternative beta”) of the return stream provided...
698
US20100063920 Exposure Based on Capacity  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
661
US20070005471 Exposure driven index  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
661
US20070005472 Exposure based on capacity  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
645
US20090265279 SYSTEM AND METHOD FOR MANAGING AND DISTRIBUTING HEDGE FUND DATA  
A system for managing hedge funds includes a storage unit operable to store hedge fund information. The hedge fund information comprises at least one of a fund name, a fund share class, and...
644
US20090099949 Reallocation  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
644
US20070005476 Index rebalancing  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
642
US20100250467 PORTFOLIO CONFIRMATION AND CERTIFICATION PLATFORM  
A system and method for confirmation of hedge fund information, comprising performing an asset/liability confirmation by comparing corroborating data received from a third party independent of the...
633
US20080005002 Secure Communication Network Operating Between a Cental Administrator, Operating as a Hedge Fund of Funds, and Numerous Separate Investment Funds  
A secure communication network operates between a central administrator (a hedge fund of funds), and numerous separate investment funds, each investment fund including several different...
619
US20070005474 Fund selection process  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
577
US20090138409 Access for Non-Accredited Investor to Simulated Hedged and Leveraged Investments through Exempt Variable Rate Term Deposit Vehicles  
An online investment system includes an entry module programmed to receive information about an investor, retrieve the investor's credit score, and value one or more assets pledged by the investor...
531
US20040177020 Systems and methods for offering and servicing hedge funds  
A family of hedge funds, serving as “feeder funds” into underlying single-manager hedge funds, formed to provide smaller investors with the ability to allocate and reallocate assets among...
497
US20070288356 Loan financing with liquidity-dependent knockout feature  
A Prime Broker's method for financing a Hedge Fund includes extending a Committed Loan Facility from which the Hedge Fund can borrow funds. The maximum amount of funds made available under the...
489
US20090228385 LOAN FINANCING WITH LIQUIDITY-DEPENDENT KNOCKOUT FEATURE  
A Prime Broker's method for financing a Hedge Fund includes extending a Committed Loan Facility from which the Hedge Fund can borrow funds. The maximum amount of funds made available under the...
489
US20060271453 Master-feeder hedge fund product structure  
A master-feeder investment structure including at least one top tier multi-strategy portfolio, at least one intermediate tier multi-strategy portfolio; and at least one lower tier single strategy...
488
US20080195557 System and Method for Emulating a Long/Short Hedge Fund Index in a Trading System  
A system comprises a memory operable to store a compound index that is based at least in part on a plurality of component indices. The plurality of component indices comprise an international...
481
US20100241593 System and Method for Emulating a Long/Short Hedge Fund Index in a Trading System  
A system comprises a memory operable to store a compound index that is based at least in part on a plurality of component indices. The plurality of component indices comprise an international...
478
US20080140547 METHODOLOGIES AND SYSTEMS FOR TRADE EXECUTION AND RECORDKEEPING IN A FUND OF HEDGE FUNDS ENVIRONMENT  
A system provides automation or semi-automation of trade execution and recordkeeping services for a fund of funds, in particular, a fund of hedge funds. In providing such features for trade...
463
US20060173763 Methods and systems for providing tax efficient hedge fund returns  
In one aspect, the invention comprises a method comprising: (1) selling a note to an investor for a specified amount; and (2) using proceeds from selling the note to purchase (a) one or more zero...
454
US20030149651 Offshootfund investment process  
A process for allowing an investor within the structure of a Crossfund to purchase simultaneously a separate fund which is specialized for purchasing future contracts and other options to hedge...
437
US20080005005 Hedge Fund Liquidity and Redemption Management System  
A system is disclosed for managing and processing the complex, diverse and unstructured fund liquidity and redemption related data of hedge funds into an organized data structure database...
435
US20080016008 PRINCIPAL GUARANTEED SAVINGS AND INVESTMENT SYSTEM AND METHOD  
A system and method for mass market hedge find investing is proposed that preferably works in conjunction with the U.S. Treasury's Treasury Direct program for direct investment in U.S. Government...
422
US20070005473 Strategy weight  
This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.
399
US20080195553 System and Method for Providing a Trading System Comprising a Compound Index  
A system comprises a memory operable to store a compound index that is based at least in part on a plurality of component indices. The plurality of component indices comprise an international...
394
US20100070429 Systems And Methods For Investment Tracking  
Systems and methods for investment tracking are disclosed. For example, one method for investment tracking includes the steps of receiving information describing a plurality of funds, receiving a...
330
US20060059074 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...
321
US20080215502 METHOD OF PROVIDING A LIFE, VACATION, AND INVESTMENT POLICY  
A method of providing a life, vacation, and investment policy includes the steps of: creating a publicly traded securitized real estate corporation; providing a life, vacation, and investment...
316
US20070055599 Method and apparatus for managing a virtual portfolio of investment objects  
A method and apparatus system for managing virtual mutual funds. A plurality of investment managers manage a plurality of accounts for a plurality of investors. The investors directly hold assets...
313
US20050044035 System and method for managing a stable of managed accounts over a distributed network  
Method and system that allows External Investors to participate in an Investment Fund consisting of a portfolio of Managed Accounts, such as hedge funds, with the security and liquidity provided...
305
US20080195556 Method of Matching Hedge Funds and Investors and Apparatus Therefor  
A method for matching a hedge fund and a hedge fund investor, and apparatus therefore, may utilize databases that may be searched by search engines. The databases and the search engines may be...
303
US20050251465 System and method for structuring and operating an investment vehicle  
A system and method of structuring and operating an investment vehicle is disclosed which structures the investment vehicle as a common trust fund which operates using the investment, trading, and...
259
US20070168235 PROVISION OF FINANCIAL BENEFITS ASSOCIATED WITH INVESTMENT PRODUCTS  
A variable annuity or other investment vehicle may be offered that invests in a single public mutual fund to allow an investor to be taxed on a non-deferred capital gains basis as opposed to a...
251
US20040024671 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...
251
US20060041490 Optimizing investment strategies for long/short fund portfolios  
Methods for optimizing a portfolio having at least a long position portion and a short position portion are disclosed. One exemplary method includes developing a portfolio optimization strategy...
249
US20080065528 System for capturing deal information  
A deal capture system is provided which includes a first computer having an interface for capturing executed trade data, a second computer for accepting the captured trade data and performing...
243
US20010037275 System and method for giving appreciated assets  
Giving appreciated assets is accomplished by analysis and processing for tax-advantaged asset transfer to charity. Easy access to sophisticated evaluation tools for choosing gifts that maximize...
242
US20060259385 Novel enhanced electronic hedge fund compliance tool  
A series of secured modules enables fund managers and their delegates to interact and support potential clients and customers with the user friendly support of the instant novel enhanced...
242
US20100063942 SYSTEM, METHOD, AND COMPUTER PROGRAM PRODUCT FOR MANAGING A VIRTUAL PORTFOLIO OF FINANCIAL OBJECTS  
A system, method and/or computer program product for managing an index and/or a portfolio of financial objects. An index may be created, which may include selecting financial objects based on...
233
US20050171883 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...
233
US20070055598 Using accounting data based indexing to create a portfolio of assets  
A system, method and computer program product creates an index based on accounting based data, as well as a portfolio of financial objects based on the index where the portfolio is weighted...
228
US20050171884 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...
221
US20080228661 SYSTEMS AND METHODS FOR PROVIDING FINANCIAL SERVICES  
A new method and system for providing financial services is provided. These methods and systems can include providing banking and investment services to hedge fund money managers and other...
221
US20090327158 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...
217
US20060015433 Non-capitalization weighted fundamental 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...
212


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