Snapshot approach for underwriting valuation of asset...

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance

Reexamination Certificate

Rate now

  [ 0.00 ] – not rated yet Voters 0   Comments 0

Details

Reexamination Certificate

active

07983974

ABSTRACT:
A method for valuing portfolio assets using a snapshot approach system is provided. The method includes segmenting portfolio assets into a predetermined number of segments based on financial attributes of each asset, selecting a representative sample of assets from each segment, valuing each asset in the representative asset sample, and calculating a value of the portfolio assets for bidding purposes based on the value of each asset in the representative asset sample.

REFERENCES:
patent: 4334270 (1982-06-01), Towers
patent: 5812988 (1998-09-01), Sandretto
patent: 5930774 (1999-07-01), Chennault
patent: 6061662 (2000-05-01), Makivic
patent: 6173276 (2001-01-01), Kant et al.
patent: 6275807 (2001-08-01), Schirripa
patent: 6336103 (2002-01-01), Baker
patent: 6360210 (2002-03-01), Wallman
patent: 6381586 (2002-04-01), Glasserman et al.
patent: 6418417 (2002-07-01), Corby et al.
patent: 7003484 (2006-02-01), Keyes et al.
patent: 7096197 (2006-08-01), Messmer et al.
patent: 2001/0037278 (2001-11-01), Messmer et al.
patent: 2002/0184126 (2002-12-01), McIntyre et al.
J.Aubin and G.Haddad, History Path Dependent Optimal Control and Portfolio Valuation and Management, Sep. 2002, Birkhauser Basel, Positivity, vol. 6 No. 3, pp. 331-358.
P. Carr and R. Jarrow, The stop-loss start-gain paradox and option valuation, The review of Financial Studies, vol. 3 No. 3 (1990), pp. 469-492.
Simple Criteria for Optimal Portfolio Selection: Tracing Out the Efficient Frontier Edwin J. Elton, Martin J. Gruber and Manfred W. Padberg The Journal of Finance, vol. 33, No. 1 (Mar. 1978), pp. 296-302 Published by: Blackwell Publishing for the American Finance Association.
Buhlmann, The Valuation Portfolio, Heft Jan. 2007.
www. merchantportfolios.com, Snapshot Valuation (portfolio only), 2007-2011.
Yu, Shaw, On the valuation of derivatives with snapshot reset features, Aug. 24 2007.
Taiwan IPO Search Report dated Oct. 22, 2009; Taiwan Invention Patent Application No. 92121289 (1 page).

LandOfFree

Say what you really think

Search LandOfFree.com for the USA inventors and patents. Rate them and share your experience with other people.

Rating

Snapshot approach for underwriting valuation of asset... does not yet have a rating. At this time, there are no reviews or comments for this patent.

If you have personal experience with Snapshot approach for underwriting valuation of asset..., we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Snapshot approach for underwriting valuation of asset... will most certainly appreciate the feedback.

Rate now

     

Profile ID: LFUS-PAI-O-2660924

  Search
All data on this website is collected from public sources. Our data reflects the most accurate information available at the time of publication.