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:
Aug. 17, 2010

Filed:

May. 25, 2007
Applicants:

Satyanarayan Reddy Chada, New York, NY (US);

Kaushik K. Suchak, Princeton Junction, NJ (US);

Donald A. Maclean, Long Island City, NY (US);

Inventors:

Satyanarayan Reddy Chada, New York, NY (US);

Kaushik K. Suchak, Princeton Junction, NJ (US);

Donald A. MacLean, Long Island City, NY (US);

Assignee:

Merrill Lynch & Co., Inc., New York, NY (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

A system comprises a memory operable to store a master index that is based at least in part on a separately managed account (SMA) index, a market index, a first weight associated with the SMA index, and a second weight associated with the market index. The system further comprises a processor communicatively coupled to the memory and operable to update the first weight based at least in part on the market index. The processor is further operable to update the second weight based at least in part on the SMA index. The processor is further operable to update the master index based at least in part on the SMA index, the market index, the updated first weight, and the updated second weight. The processor is further operable to store the updated master index in a memory.


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Chada, Satyanarayan. (2010). System and method for providing an index linked to separately managed accounts (U.S. Patent No. 7778918). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/7778918

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