Company Filing History:
Years Active: 2010
Title: Innovations by John S Coates
Introduction
John S Coates is an accomplished inventor based in Villanova, PA (US). He has made significant contributions to the field of finance through his innovative financial products. With a total of three patents to his name, Coates has demonstrated a strong commitment to advancing financial technology.
Latest Patents
Coates' latest patents include "Systems and methods for portable alpha-plus fixed income products" and "Products, systems and methods for scale-in principal protection." The first patent focuses on a financial product that combines a fixed income component with an alpha engine component. This innovative structure is designed to provide asset-liability matching and spending rule benefits. The alpha engine component includes investments in an alpha-generating portfolio, which may consist of cash and derivative investments. The second patent addresses a financial product that integrates an underlying portfolio component, a fixed income component, and a scale-in component. This design allows for an initial investment allocation into an alpha-generating portfolio while ensuring a predictable rate of return through the fixed income component.
Career Highlights
John S Coates is currently associated with Morgan Stanley, where he applies his expertise in financial products and investment strategies. His work at Morgan Stanley has allowed him to further develop his innovative ideas and contribute to the financial industry.
Conclusion
John S Coates is a notable inventor whose work in financial technology has led to the development of innovative products that enhance investment strategies. His contributions continue to shape the landscape of finance and investment.