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:
Apr. 22, 2014
Filed:
Nov. 08, 2012
Shareholder Representative Services, Llc, Denver, CO (US);
William P. Koenig, Denver, CO (US);
Glenn A. Kramer, San Francisco, CA (US);
Mark B. Vogel, San Francisco, CA (US);
Shareholder Representative Services, LLC, Denver, CO (US);
Abstract
An automated method is provided for generating investment criteria for an investment vehicle that includes a pool of escrow deposits from a plurality of merger and acquisition transactions. An escrow history database is maintained of data derived from historical behavior of escrows from a plurality of previous merger and acquisition transactions. An escrow pool database is maintained of current escrow deposit data from a plurality of current merger and acquisition transactions. The escrow pool database includes the current deposit amounts in the pool of escrow deposits, and stated terms governing the release of each deposit amount in the pool of the escrow deposits. A set of investment criteria for selecting an asset pool is generated using a processor operating on the escrow history database and the escrow pool database. The set of investment criteria includes maturity metrics selected from the group consisting of weighted average maturity, convexity, and maturity distribution profile.