Patent · US Active

Computing system for optimizing investment of liquid guaranteed income assets

US11605131B1 · kind B1 · utility

1Cited by
0References
13Claims
0Family size

Assignee

Inventors

Key dates

Filing dateFeb 12, 2020
Grant dateMar 14, 2023
Priority date
Expiry dateFeb 12, 2040

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/06
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

An investment manager engine automatically manages an investment fund. During an accumulation phase, the investment manager receives messages that include contributions to the investment fund. For each contribution, the investment manager determines an allocation of the contribution among securities and guaranteed income assets. The investment manager allocates at least a portion of the contribution to guaranteed income assets, according to the determined allocation. The guaranteed income assets provide a guaranteed annual income stream upon a predetermined date.

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