The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Mar. 14, 2023

Filed:

Feb. 12, 2020
Applicant:

Black Rock, Inc., San Francisco, CA (US);

Inventors:

Matthew O'Hara, San Francisco, CA (US);

Daniel Yem, New York, NY (US);

Daniel Basile, New York, NY (US);

Assignee:

BlackRock, Inc., New York, NY (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01);
Abstract

An investment manager engine automatically manages an investment fund. During an accumulation phase, the investment manager receives messages that include contributions to the investment fund. For each contribution, the investment manager determines an allocation of the contribution among securities and guaranteed income assets. The investment manager allocates at least a portion of the contribution to guaranteed income assets, according to the determined allocation. The guaranteed income assets provide a guaranteed annual income stream upon a predetermined date.


Find Patent Forward Citations

O'Hara, Matthew. (2023). Computing system for optimizing investment of liquid guaranteed income assets (U.S. Patent No. 11605131). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/11605131

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

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