System and method of generating investment criteria for an investment vehicle that includes a pool of escrow deposits from a plurality of merger and acquisition transactions
US8706599B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Nov 8, 2012 |
| Grant date | Apr 22, 2014 |
| Priority date | — |
| Expiry date | Jan 23, 2033 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
An automated method is provided for generating investment criteria for an investment vehicle that includes a pool of escrow deposits from a plurality of merger and acquisition transactions. An escrow history database is maintained of data derived from historical behavior of escrows from a plurality of previous merger and acquisition transactions. An escrow pool database is maintained of current escrow deposit data from a plurality of current merger and acquisition transactions. The escrow pool database includes the current deposit amounts in the pool of escrow deposits, and stated terms governing the release of each deposit amount in the pool of the escrow deposits. A set of investment criteria for selecting an asset pool is generated using a processor operating on the escrow history database and the escrow pool database. The set of investment criteria includes maturity metrics selected from the group consisting of weighted average maturity, convexity, and maturity distribution profile.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.