Methods, systems and computer program products for providing...

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Reexamination Certificate

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C705S004000, C705S03600T, C705S037000

Reexamination Certificate

active

08046285

ABSTRACT:
Provided are methods of providing a portable alpha investment instrument. Some embodiments of such methods include allocating a first portion of a financial asset to a first asset class, allocating a second portion of the financial asset to a second asset class, establishing a swap transaction corresponding to the first portion of the financial asset, the swap transaction configured to define a minimum term corresponding to an asset status change, and transferring the first portion and the second portion of the financial asset responsive to the allocating.

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“Defining Portable Alpha Strategies: Utilizing a Diversified Portfolio of Hedge Funds to Enhance Return.” © Dec. 2006. J. P. Morgan Alternative Asset Management.
“Defining Portable Alpha Strategies: Utilizing a Diversified Portfolio of Hedge Funds to Enhance Return.” © Dec. 2006. J. P. Morgan Alternative Asset Management.
“Defining Portable Alpha Strategies: Utilizing a Diversified Portfolio of Hedge Funds to Enhance Return.” © Dec. 2006. J. P. Morgan Alternative Asset Management.
Thomas J. Boczar and Lawrence Hawkins, “Stock Concentration Risk Management Strategies,” The Monitor 18, No. 6, (Nov./Dec. 2003): 8-12.

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