System and method for creating and administering an investment instrument
US7127423B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Aug 27, 2001 |
| Grant date | Oct 24, 2006 |
| Priority date | — |
| Expiry date | Mar 11, 2023 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
The present invention provides a system and method for creating and administering an investment instrument. More specifically, the present invention provides a system and method for creating and administering an investment instrument that may be cleared through a depository company, that has relatively short terms and/or that enables investors to participate in financial market activity while protecting their principal investments. In accordance with one embodiment of the invention, an investment instrument preserves an investor's principal and offers a choice of several models for generating return. Return-generating models may allow an investor to participate fully in market movement, participate partially in market movement with a guaranteed minimum return, or receive a fixed return without participating in market movement.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.