Systems and methods for trading actively managed funds
US7822678B2 · kind B2 · utility
7Cited by
33References
17Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Aug 25, 2008 |
| Grant date | Oct 26, 2010 |
| Priority date | — |
| Expiry date | Mar 11, 2029 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/04
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
The invention provides systems and methods for intra-day trading of actively managed exchange traded funds (AMETFs). The invention provides creation and redemption structures for AMETF shares that allow arbitrage, intra-day value estimations for AMETF shares, and hedging portfolios for hedging risks associated with trading AMETF shares, all without requiring disclosure of the specific assets underlying the AMETF.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.