This inventor holds 1 USPTO granted patent. Top assignee: Jpmorgan Chase Bank, N.a.. Active years: 2012.
Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile
Company Filing History:
Years Active: 2012
Title: Ann Lester Trevisan: Patent Inventor in Target-Date Fund Evaluation.
Introduction
Ann Lester Trevisan is an inventor associated with Princeton, New Jersey, and JPMorgan Chase Bank, N.A. Her patent work addresses the evaluation and comparison of target-date funds.
Latest Patents
Trevisan is named on 1 patent: “Method and System for Evaluating Target Date Funds.” The invention describes a computer-based system that receives information about a group of target-date funds, including each fund’s glide path and target retirement date. It determines a diversification level and an equity ratio for each fund, with the equity ratio potentially reflecting the projected equity holdings at the target retirement date. The system then presents a summary, which may include graphs, to help users review and compare the funds.
Career Highlights
Trevisan’s listed patent is associated with JPMorgan Chase Bank, N.A. It applies data analysis and visualization to the assessment of investment funds, focusing on diversification and projected equity exposure.
Collaborations
Glenn Dial and William I. Mauck are identified as Trevisan’s coworkers. The available information does not specify their roles in the patent or whether they collaborated on it.
Conclusion
Ann Lester Trevisan’s patent describes a structured approach to comparing target-date funds by analyzing diversification and equity exposure, reflecting an application of computing to investment evaluation.
Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile