Patent · US Active

Synthetic ultralong inflation-protected separate trading of registered interest and principal of securities system, method and computer program product

US8560414B2 · kind B2 · utility

7Cited by
37References
17Claims
0Family size

Assignee

Inventor

Key dates

Filing dateAug 16, 2010
Grant dateOct 15, 2013
Priority date
Expiry dateNov 24, 2030

Classification

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

Abstract

A computer program product embodied on a computer readable medium may enable a computer processor to perform a method for generating a correlated investment. The method may include the steps of: discounting to present value one or more future liabilities at a discount rate of a bond that matures at the same time as the future liabilities; generating a correlated investment using an original investment amount and/or leverage funds; monitoring market information about a bond market and/or inflation using a computer; and recalibrating the correlated investment using the computer according to the market information and/or inflation, including: recommending at least one of buying or selling portions of the correlated investment securities and/or portfolio as indicated by the market and/or inflation information. The future liabilities may be of a duration greater than the duration of the longest available bond issued by an applicable sovereign.

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