Portable alpha-plus products having a private equity component
AssigneeMorgan Stanley
InventorJohn Coates
Life of this patent
Estimating the term…
Abstract
A financial product. The financial product includes a cash component, an alpha engine component, a private equity component and a beta component. The cash component includes an investment in a liquid portfolio. The alpha engine component includes an investment in an alpha-generating portfolio. The private equity component includes an investment in the private equity portfolio. The beta component is structured to track a total return of one or more indices.
Claims23
A financial product, comprising:
- a cash component comprising an investment in a liquid portfolio;
- an alpha engine component comprising an investment in an alpha-generating portfolio;
- a private equity component comprising an investment in a private equity portfolio;
- and
- a beta component structured to track a total return of one or more indices.
A financial system, comprising:
- a provider system configured to provide a financial product, the financial product comprising:
- a cash component comprising an investment in a liquid portfolio;
- an alpha engine component comprising an investment in an alpha-generating portfolio;
- a private equity component comprising an investment in a private equity portfolio;
- and
- a beta component structured to track a total return of one or more indices.
A method, comprising:
- designing a financial product, the financial product comprising:
- a cash component comprising an investment in a liquid portfolio;
- an alpha engine component comprising an investment in an alpha-generating portfolio;
- a private equity component comprising an investment in a private equity portfolio;
- and
- a beta component structured to track a total return of one or more indices.
A computer program stored on a computer-readable medium, the program comprising instructions for providing a financial product, the financial product comprising:
- a cash component comprising an investment in a liquid portfolio;
- an alpha engine component comprising an investment in an alpha-generating portfolio;
- a private equity component comprising an investment in a private equity portfolio;
- and
- a beta component structured to track a total return of one or more indices.
Dependencies are inferred from the claim text.