US Patent No: 5,806,049

Number of patents in Portfolio can not be more than 2000

Data processing system for global assessment of investment opportunity and cost

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Abstract

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A data processing system for determining a matrix of optimal investment portfolios based on globally accessed investment return and risk criteria. The system creates a global defined database of investment assets and investors. Asset and investor characteristics are established and applied to provide solutions to the ensuing linear relationships. These solutions are then individually applied to determine an optimal investment portfolio on an individualized basis.

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First Claim

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Patent Owner(s)

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International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Petruzzi, Christopher R 800 E. Ocean Blvd. Suite 1101, Long Beach, CA 90802 4 168

Cited Art Landscape

Patent Info (Count) # Cites Year
 
Other [Check patent profile for assignment information] (1)
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* Cited By Examiner

Patent Citation Ranking

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Patent Info (Count) # Cites Year
 
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EAGLEBANK (1)
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INTEL CORPORATION (18)
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HARTFORD FIRE INSURANCE COMPANY (3)
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JONES LANG LASALLE IP, INC. (1)
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GoldenSource Corporation (2)
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NCR CORPORATION (2)
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FOLIOn, Inc. (1)
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GOTTSTEIN, DAVID (3)
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DLJ LONG TERM INVESTMENT CORPORATION (2)
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JACKSON NATIONAL LIFE INSURANCE COMPANY (1)
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ITG Software Solutions, Inc. (5)
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8,359,267 System and method for investing public deposits 12 2011
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8,688,577 Systems, methods and program products for deposit and withdrawal processing 1 2012
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8,655,689 System, method and program product for modeling fund movements 1 2012
8,612,324 Systems and methods for administering return sweep accounts 1 2012
8,719,157 System and method for investing public deposits 1 2012
8,521,569 Method and system for allocating funds over a plurality of time deposit instruments in depository institutions 2 2013
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8,571,984 Systems and methods for providing enhanced account management services for multiple banks 1 2013
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BANK OF AMERICA CORPORATION (3)
7,212,993 Security receipts management system 23 2000
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (1)
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UBS Financial Services, Inc. (1)
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EMPLOYERS REINSURANCE CORPORATION (1)
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GENERAL ELECTRIC CAPITAL CORPORATION (1)
6,856,973 Methods and systems for assessing creditworthiness of a country 86 1999
 
REVERSEDCA, LLC (1)
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* Cited By Examiner