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US 8,266,038 B2Granted
Methods, systems, and computer program products for providing low risk portable alpha investment instruments
AssigneeSapere IP, LLC
InventorScott Patrick Trease
Life of this patent
Estimating the term…
Abstract
Provided are methods of providing a portable alpha investment instrument. Some embodiments of such methods include allocating a first portion of a financial asset to a first asset class, allocating a second portion of the financial asset to a second asset class, establishing a swap transaction corresponding to the first portion of the financial asset, the swap transaction configured to define a minimum term corresponding to an asset status change, and transferring the first portion and the second portion of the financial asset responsive to the allocating.
Claims9
A system for investing in multiple asset classes, comprising:
- a beta asset selector that is configured to select a beta asset class;
- an alpha asset selector that is configured to select an alpha asset class that is different from the beta asset class;
- and
- a term converter that is configured to convert a first term corresponding to the beta asset to a second term corresponding to the beta asset class,
- wherein at least one of the beta asset selector, the alpha asset selector and the term converter includes a hardware and/or computer software module.
2 more elements
Dependencies are inferred from the claim text.