Investment strategies utilizing principal protection of investments
US7702558B1 · kind B1 · utility
Assignee
Inventor
Key dates
| Filing date | Dec 30, 2004 |
| Grant date | Apr 20, 2010 |
| Priority date | — |
| Expiry date | Aug 24, 2028 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/04
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
An investment method includes establishing an arrangement between an investor and a derivative counterparty in association with at least one portfolio having a plurality of investments. The method further includes setting at least one value for the portfolio including at least a minimum protection value; setting one or more interim settlement periods based on a maturity date of the arrangement including the portfolio; setting a cap level for the portfolio based on at least the minimum protection value of the portfolio; and, resetting at least one of the values or characteristics of the portfolio in association with performance of the portfolio during at least one of the interim settlement periods.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.