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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.

Patent No.:

US 12094005 B1

PDFFull Text
Date of Patent:
Sep. 17, 2024

Filed:

Jul. 11, 2022

Systems and methods for a user interface and application for simulating construction and optimization of an investment portfolio

Applicant:

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

Inventors:

Stephen Boyd, Stanford, CA (US);

Mykel Kochenderfer, Palo Alto, CA;

Raphael Benarrosh, New York, NY (US);

Pam Chan, New York, NY (US);

Vidyasagar Vairavamurthy, Roselyn, NY (US);

Garson Brandon Levy, New York, NY (US);

Jonathan Callan, Hoboken, NJ (US);

Pascal Nguyen, London, GB;

Assignee:

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

Attorney:

Haynes and Boone, LLP

Primary Examiner:

Narayanswamy Subramanian

Int. Cl.
CPC ...
G06Q 40/06 (2012.01); G06F 3/0482 (2013.01); G06F 3/04845 (2022.01); G06F 3/04847 (2022.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01); G06F 3/0482 (2013.01); G06F 3/04845 (2013.01); G06F 3/04847 (2013.01);
Abstract

Embodiments directed to simulating a portfolio of alternative investments. Cash flow templates are generated from cash flow parameters. Cash flows for various asset classes of alternative investments are generated from the cash flow templates. A Markowitz optimization generates investment allocations into the asset classes using cash flows and a risk parameter, such that the investment allocations maximize a cash flow of the portfolio for a corresponding value of the risk parameter. The investment allocations into the asset classes as a function of risk are displayed on a first user interface and a cash flow corresponding to the investment allocations is displayed on a second user interface. The first and second interface are inter-related, such that a movement of a computer-generated marker along a risk axis in the first user interface that causes changes to the investment allocations also causes changes to the cash flow displayed on the second user interface.

Find Patent Forward Citations

Boyd, Stephen. (2024). Systems and methods for a user interface and application for simulating construction and optimization of an investment portfolio (U.S. Patent No. 12094005). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/12094005

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

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