System and method to collateralize and securitize market-linked investment vehicles
AssigneeLongevity Market Assets, LLC
InventorJay J. Jackson
Life of this patent
Estimating the term…
Abstract
A system for creating and implementing a market-linked investment vehicles secured by non-correlated or low-correlated assets, wherein the assets preferably appreciate during the term of the investment vehicle reducing the costs of the investment vehicles, and where the investment vehicle participates fully in the gains of an equity or similar market index but limits losses of principal up to a certain percentage of that index.
Claims18
A system for creating a market-linked investment vehicle secured by non-correlated assets, comprising:
- a note payable upon its maturity;
- wherein a return of said note is based upon the increase in a specified market index or other measure of market performance;
- wherein said note provides a buffer for negative performance up to a certain percentage of a specified market index or other measure of market performance;
- wherein said note is collateralized by non-correlated assets;
- and
- wherein such non-correlated assets appreciate over the term of the note.
A system for creating a market-linked investment vehicle secured by low-correlated assets, comprising:
- a note payable upon its maturity;
- wherein a return of said note is based upon the increase in a specified market index or other measure of market performance;
- wherein said note provides a buffer for negative performance up to a certain percentage of a specified market index or other measure of market performance;
- wherein said note is collateralized by low-correlated assets;
- and
- wherein such low-correlated assets appreciate over the term of the note.
Dependencies are inferred from the claim text.