Patent · US Expired

Snapshot approach for underwriting valuation of asset portfolios

US7983974B2 · kind B2 · utility

1Cited by
12References
52Claims
0Family size

Assignee

Inventors

Key dates

Filing dateAug 14, 2002
Grant dateJul 19, 2011
Priority date
Expiry dateNov 8, 2025

Classification

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

Abstract

A method for valuing portfolio assets using a snapshot approach system is provided. The method includes segmenting portfolio assets into a predetermined number of segments based on financial attributes of each asset, selecting a representative sample of assets from each segment, valuing each asset in the representative asset sample, and calculating a value of the portfolio assets for bidding purposes based on the value of each asset in the representative asset sample.

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