Patent · US Active

Automated and reliable determination of a forward value associated with a future time period based on objectively determined expectations related thereto

US11386486B1 · kind B1 · utility

2Cited by
2References
26Claims
0Family size

Assignee

Inventors

Key dates

Filing dateApr 16, 2018
Grant dateJul 12, 2022
Priority date
Expiry dateJul 16, 2040

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/02
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

The disclosed embodiments relate to computing a forward interest rate for a select future time period subsequent to a current date, such as 1 month, 3 month, 6 month or 12 month term, utilizing data observed or otherwise derived from the trading of futures contracts having short term interest rate based underliers, e.g. based on overnight interest rates, and, in one embodiment, are integrated with an electronic transaction processing system, e.g. an electronic trading system, to access data indicative of the trading thereof, and therefore avoid reliance upon subjective/opinion inputs. Generally, the disclosed embodiments generate a model of expected interest rates for every day of the time period for which a forward interest rate is desired based on a set of interest rate futures contract whose expiration periods cover the period. The disclosed embodiments enable automated determination of a stable, replicatable and risk-free short term forward reference rate which further eliminates the inherent issues with LIBOR discussed above.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.