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:
Jun. 10, 2014

Filed:

Oct. 08, 2009
Applicants:

Charles W. Kadlec, Summit, NJ (US);

John Kurt Schonberg, Eagan, MN (US);

Gary Alan Terpening, New York, NY (US);

Inventors:

Charles W. Kadlec, Summit, NJ (US);

John Kurt Schonberg, Eagan, MN (US);

Gary Alan Terpening, New York, NY (US);

Assignee:

Ameriprise Financial, Inc., Minneapolis, MN (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01); G06Q 40/06 (2012.01); G06Q 40/04 (2012.01); G06Q 30/02 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01); G06Q 40/00 (2013.01); G06Q 40/04 (2013.01); G06Q 30/0201 (2013.01);
Abstract

An active overlay strategy based on rule-based risk management is implemented by a computer implemented method. The method includes receiving a data value representing implied volatility of a market. The method also includes automatically generating an order to sell call options. The order includes a quantity of call options to sell, where the quantity is determined at least in part based on an evaluation of the data value.


Find Patent Forward Citations

Kadlec, Charles. (2014). Rules-based risk management (U.S. Patent No. 8751352). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/8751352

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

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