Investment vehicle for separating a basket of securities into a debt instrument and an equity component

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 8335733
SERIAL NO

11900108

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Abstract

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Embodiments of a system and a method provide for efficiently leveraging equity interests in investment funds. In an embodiment, equity and zero-coupon debt are issued on an investment vehicle comprised of a static basket of equity interests in investment funds. An embodiment of the method of investing includes passively managing a static basket of equity interests in investment funds which actively manage investments in underlying funds. An embodiment of a method of lending includes purchasing zero-coupon debt secured by an investment vehicle comprised of a static basket of equity interests in investment funds.

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Patent Owner(s)

Patent OwnerAddress
WELLS FARGO BANK N A420 MONTGOMERY STREET SAN FRANCISCO CA 94104

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Altomare, Gerald Franklin Lakes, US 1 0

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