Patent · US Active

Systems and methods for optimizing capital structure of a financial institution

US8712890B2 · kind B2 · utility

0Cited by
2References
45Claims
0Family size

Assignee

Inventor

Key dates

Filing dateAug 17, 2010
Grant dateApr 29, 2014
Priority date
Expiry dateOct 16, 2031

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q10/0635
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

In accordance with the teachings described herein, systems and methods are provided for optimizing the capital structure of a financial institution. A system may include an optimization engine stored on a computer readable medium and executable by one or more processors, when executed the optimization engine being configured to: receive information identifying available capital of the financial institution for each of a plurality of capital instruments; receive information classifying each of the plurality of capital instruments within one of a plurality of risk levels; receive an overall target capital value for the plurality of capital instruments; and determine an optimum capital value for each of the plurality of capital instruments, the optimal capital values being determined using an optimization algorithm that relates the available capital for the plurality of capital instruments to the overall target capital value subject to a plurality of constraints, the plurality of constraints relating to the capital held by the financial institution at each of the plurality of risk levels.

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