Methods and systems for managing investments in complex...

Details Methods and systems for managing investments in complex... Methods and systems for managing investments in complex...

2008-03-18

2008-03-18

Poinvil, Frantzy (Department: 3692)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S03600T, C705S035000, C705S005000, C705S026640

Reexamination Certificate

active

07346573

ABSTRACT:
A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.

REFERENCES:
patent: 5673402 (1997-09-01), Ryan et al.
patent: 6076072 (2000-06-01), Libman
patent: 6092053 (2000-07-01), Boesch et al.
patent: 6405175 (2002-06-01), Ng
patent: 6760470 (2004-07-01), Bogosian et al.
patent: 6907405 (2005-06-01), Brett
patent: 2001/0044765 (2001-11-01), Wolberg
Fredrick M. Biddle. The Wall Street Journal, Locheed Asset Sales May Fall Coming Proposal IS Unlikely to Satify U.S. Demands For Aquiring Northrop, New York Mar. 11, 1998. p. 1.
John Racine Richardson, Tex., Modified Dutch Auction toincrease Debth Menu for Residents , New York, New York Mar. 5, 1993 vol. 303, Iss. 29103; p. 3).

Affiliated with

Also associated with

Rating

Methods and systems for managing investments in complex... does not yet have a rating. At this time, there are no reviews or comments for this patent.

If you have personal experience with Methods and systems for managing investments in complex..., we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Methods and systems for managing investments in complex... will most certainly appreciate the feedback.

Rate now

Comments { 0 }

Profile ID: LFUS-PAI-O-2815993