Patent · US Active

Modeling portfolios for actively managed exchange traded funds

US7814001B2 · kind B2 · utility

6Cited by
33References
20Claims
0Family size

Assignee

Inventors

Key dates

Filing dateAug 10, 2009
Grant dateOct 12, 2010
Priority date
Expiry dateAug 10, 2029

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/06
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

A process for creating a modeling portfolio to model an actively managed exchange traded fund portfolio. The modeling portfolio comprises a first portfolio of securities and a supplemental portfolio of securities. The modeling portfolio does not reveal the actively managed exchange traded fund portfolio.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.