System and method to minimize accounting volatility from owning equities and other investment assets
US7774256B1 · kind B1 · utility
4Cited by
7References
28Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Feb 27, 2003 |
| Grant date | Aug 10, 2010 |
| Priority date | — |
| Expiry date | Aug 10, 2028 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/00
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A system computing performance statistics for an investment fund or similar investment vehicle, computing a minimum investment performance corridor guarantee provided by an underwriter, and computing the amount of reimbursement due, if any, from an underwriter if the investment is liquidated at a point in time. Also, the system accepts hypothetical data with respect to investment performance and underwriter terms. The system then illustrates underwriter risk exposure and potential investor reimbursements under different fact combinations.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.