Computing system for optimizing investment of liquid guaranteed income assets
US12056770B2 · kind B2 · utility
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6References
20Claims
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Key dates
| Filing date | Mar 3, 2023 |
| Grant date | Aug 6, 2024 |
| Priority date | — |
| Expiry date | Mar 3, 2043 |
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.