Patent · US Active

Method and system for creating and trading derivative investment products based on a statistical property reflecting the variance of an underlying asset

US8326716B2 · kind B2 · utility

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83References
26Claims
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Key dates

Filing dateOct 10, 2006
Grant dateDec 4, 2012
Priority date
Expiry dateOct 27, 2026

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/00
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

Systems and methods for creating a limited risk derivative based on a realized variance of an underlying equity is disclosed. In one implementation, a limited risk derivative product includes a capped value for a statistical property reflecting a variance of the underlying equity is calculated based on a pari-mutuel action. The capped value includes a dynamic value and a cap. The dynamic value reflects an average volatility of prices returns of the underlying equity over a predefined period of time and the cap reflects a maximum value of the dynamic value. The limited risk derivative product additionally includes an average of a summation of each squared daily return of the underlying equity included in the value for the statistical property reflecting the variance of the underlying equity.

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