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.:
Date of Patent:
Mar. 30, 2010
Filed:
Aug. 03, 2005
John S. Coates, Villanova, PA (US);
John S. Coates, Villanova, PA (US);
Morgan Stanley, New York, NY (US);
Abstract
A financial product. The financial product includes an underlying portfolio component, a fixed income component, and a scale-in component. The underlying portfolio component includes an initial investment allocation into an alpha-generating portfolio. The fixed income component is structured and arranged to generate a predictable rate of return and includes an initial investment allocation into a fixed income portfolio. The scale-in component is structured and arranged to increase the investment allocation into the underlying portfolio component when a cumulative return of the alpha-generating portfolio exceeds a threshold amount.