Method and system for reconciling equity hedge funds

Details Method and system for reconciling equity hedge funds Method and system for reconciling equity hedge funds

2002-01-31

2009-10-20

Kyle, Charles R (Department: 3695)

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

Automated electrical financial or business practice or...

Finance

C705S035000, C705S037000

Reexamination Certificate

active

07606754

ABSTRACT:
A method and system for tracking the compliance of an insurance policy's portfolio account used to finance benefit obligations containing equity-linked assets distributed among at least one fund category, containing at least one investment vehicle such as equities, bonds, cash, etc. This method monitors the balance of assets included in selected investment vehicles, e.g., equities, bonds, etc. and relates them to new or modified liability allocations. The method identifies a liability balance associated with selected investment vehicles within each of the insurance fund categories, identifies an asset balance associated with the value of equities in the account, and divests a portion of the equity assets when that asset balance exceeds a regulation regarding liability balance. The method further provides an indication for reporting when the asset balance is within the known relation to the liability balance.

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