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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Patent Owner(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 5 166

Cited Art Landscape

Patent Info (Count) # Cites Year
 
BANK OF AMERICA CORPORATION (2)
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COLLEGE SAVINGS BANK (2)
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ALGORITHMICS HOLDINGS, INC. (1)
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STATE STREET CAPITAL MARKETS, LLC (1)
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Other [Check patent profile for assignment information] (1)
5,132,899 Stock and cash portfolio development system 193 1989

Patent Citation Ranking

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Patent Info (Count) # Cites Year
 
ISLAND INTELLECTUAL PROPERTY LLC (57)
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8,612,324 Systems and methods for administering return sweep accounts 0 2012
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INTEL CORPORATION (17)
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