发明申请
- 专利标题: ACHIEVEMENT AND PRESERVATION FUNDS
- 专利标题(中): 成就和保存基金
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申请号: US12018072申请日: 2008-01-22
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公开(公告)号: US20080235152A1公开(公告)日: 2008-09-25
- 发明人: John O'Brien , Sakhawat M. Khan , Michael Edesess , Miguel Palacios , Dan Jack Ransenberg , Ke Tang
- 申请人: John O'Brien , Sakhawat M. Khan , Michael Edesess , Miguel Palacios , Dan Jack Ransenberg , Ke Tang
- 申请人地址: US CA Corona del Mar
- 专利权人: MARKET RISK AUCTIONS, LLC
- 当前专利权人: MARKET RISK AUCTIONS, LLC
- 当前专利权人地址: US CA Corona del Mar
- 主分类号: G06Q40/00
- IPC分类号: G06Q40/00
摘要:
A computer-implemented method of locking-in investment gains can include initializing an investment fund having a net asset value per share. The investment fund can include assets allocated to at least a discount instrument and a derivative instrument, where the discount instrument provides a floor value of the net asset value per share. The method can further include selecting a target value for the investment fund. In addition, in some instances, the method can include reinitializing the investment fund in response to one or more of the following: (a) the investment fund at least achieving the target value and (b) expiration of an investment period of the investment fund. Reinitializing the investment fund can include rolling over the assets of the investment fund.
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