Patent · US Active

System and method for using diversification spreading for risk offset

US8392321B2 · kind B2 · utility

2Cited by
14References
20Claims
0Family size

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Key dates

Filing dateAug 8, 2012
Grant dateMar 5, 2013
Priority date
Expiry dateAug 8, 2032

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/04
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

A computer-implemented method for analyzing a risk offset associated with a portfolio including a plurality of products traded on an exchange is disclosed. The method includes comparing a first market response of a first product in the portfolio with a second market response of a second product in the portfolio where the first and second market responses result from a change in market data, calculating an offsetting effect between the first market response and the second market response where the first and second market responses are substantially different responses to the same change in the market data, determining a diversification spread based on the offsetting effect derived between the first product and the second product, calculating a diversification spread credit based on the determined diversification spread, and adjusting a margin requirement for the portfolio based on the diversification spread credit.

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