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:
Jan. 26, 2016
Filed:
Jul. 16, 2015
Locus Lp, Hamilton, BM;
Rory Riggs, New York, NY (US);
Harmon Martin Towson Remmel, New York, NY (US);
Daniel Goldman, New York, NY (US);
Christopher Silkworth, Brooklyn, NY (US);
Johnathan Chandler, New York, NY (US);
James Fifield, London, GB;
Adelaide Fuller, Brooklyn, NY (US);
Sean Sandys, Seattle, WA (US);
Gabriel Marius, Bellevue, WA (US);
Mark T. Finn, Virginia Beach, VA (US);
Locus LP, Hamilton, BM;
Abstract
A stratified or segmented composite portfolio can be formed by selecting a group of investment securities, stratifying or segmenting them according to attributes that correlate to a specific asset risk, and assigning relative portfolio weights to the components based on their stratified or segmented positions. The attributes are selected from a universe of possible values. Further positive and negative biases can be applied at any arbitrary point or position, including to individual assets, groups of arbitrarily selected assets, or arbitrary positions.