EQUITY INCOME INDEX CONSTRUCTION TRANSFORMATION SYSTEM, METHOD AND COMPUTER PROGRAM PRODUCT

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20160358264A1
SERIAL NO

15229129

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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A computer data processing system, method and/or computer program product can include a memory coupled to the special purpose processor, the processor configured to: receive electronically, by a special purpose index calculator computer device processor, a universe of publicly traded companies; receive electronically from an electronic data source a plurality of metrics relating to the publicly traded companies, comprising: corporate action data, price data, foreign exchange data, and fundamental financial metric data; combine the plurality of metrics to calculate: a robustness ranking; a dividend yield percentile ranking; and a noncapitalization weighting for the publicly traded companies use the combined metric data to at least one of: a) electronically select or weight constituents of an index based on the combined data; b) electronically select or weight a portfolio of financial objects based on the combined data; or c) electronically allocate assets in a portfolio based on the combined data.

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Patent Owner(s)

Patent OwnerAddress
RESEARCH AFFILIATES LLC620 NEWPORT CENTER DRIVE SUITE 900 NEWPORT BEACH CA 92660

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Arnott, Robert D Newport Beach, US 22 1158
Brightman, Christopher J Newport Beach, US 1 8
Hsu, Jason Newport Beach, US 21 951
Kalesnik, Vitali Newport Beach, US 2 16
Li, Feifei Newport Beach, US 87 382

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