Portable alpha-plus products having a private equity component
US7685047B2 · kind B2 · utility
2Cited by
4References
18Claims
0Family size
Assignee
Inventor
Key dates
| Filing date | Feb 24, 2006 |
| Grant date | Mar 23, 2010 |
| Priority date | — |
| Expiry date | Jan 17, 2027 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/00
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A financial product. The financial product includes a cash component, an alpha engine component, a private equity component and a beta component. The cash component includes an investment in a liquid portfolio. The alpha engine component includes an investment in an alpha-generating portfolio. The private equity component includes an investment in the private equity portfolio. The beta component is structured to track a total return of one or more indices.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.