US Patent No: 7,606,754
Number of patents in Portfolio can not be more than 2000
Method and system for reconciling equity hedge funds
Stats
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Oct 20, 2009
Issued date -
Jan 31, 2002
filing date -
10/066,120
serial no -
In Force
status
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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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First Claim
Related Publications
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International Classification(s)
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Cited Art
| Patent Info | (Count) | # Cites | Year |
|---|---|---|---|
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| 5,999,917 Automated system for managing a non-qualified deferred compensation plan | 70 | 1996 | |
| 5,926,792 System for managing a stable value protected investment plan | 92 | 1998 | |
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| 2005/0131,798 Method and system for administering the hedging of an employee deferred compensation plan using swaps | 8 | 2004 | |
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| 6,049,772 System for managing hedged investments for life insurance companies | 85 | 1996 | |
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| 2004/0019,506 Method and system for generating endowment for a tax-exempt organization | 12 | 2002 | |
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| 2004/0177,021 Apparatus and method for achieving enhanced returns on investments | 27 | 2004 | |
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| 2001/0052,756 Electric power steering apparatus | 2001 | ||
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| 4,969,094 Self-implementing pension benefits system | 76 | 1989 | |
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| 2004/0078,244 Sector selection investment option in a variable insurance product | 33 | 2002 | |
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| 2003/0105,652 System, method, and computer program product for managing an investment to increase the after-tax death benefit of the investment | 39 | 2002 | |
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| 7,149,713 System and method for automating investment planning | 38 | 1999 | |
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| 2002/0013,751 AUTOMATED SYSTEM FOR MANAGING A NON-QUALIFIED DEFERRED COMPENSATION PLAN | 27 | 1999 | |
| 2003/0083,972 Methods for issuing, distributing, managing and redeeming investment instruments providing securitized annuity options | 30 | 2002 | |
| 2005/0010,453 Method and system for inverse life annuity | 49 | 2003 | |
Patent Citation Ranking
Maintenance Fees
| Fee | Large entity fee | small entity fee | micro entity fee | due date |
|---|---|---|---|---|
| 3.5 Year Payment | $1600.00 | $800.00 | $400.00 | Apr 20, 2013 |
| 7.5 Year Payment | $3600.00 | $1800.00 | $900.00 | Apr 20, 2017 |
| 11.5 Year Payment | $7400.00 | $3700.00 | $1850.00 | Apr 20, 2021 |
| Fee | Large entity fee | small entity fee | micro entity fee |
|---|---|---|---|
| Surcharge - 3.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
| Surcharge - 7.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
| Surcharge - 11.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
| Surcharge after expiration - Late payment is unavoidable | $700.00 | $350.00 | $175.00 |
| Surcharge after expiration - Late payment is unintentional | $1,640.00 | $820.00 | $410.00 |