公开(公告)号：US07716107B1

公开(公告)日：2010-05-11

申请号：US12039193

申请日：2008-02-28

申请人： Rama Variankaval ,  Cassio Calil ,  Santosh Nabar ,  Joseph Ghartey

发明人： Rama Variankaval ,  Cassio Calil ,  Santosh Nabar ,  Joseph Ghartey

IPC分类号： G06Q40/00

CPC分类号： G06Q40/04 ,  G06Q40/00 ,  G06Q40/06 ,  G06Q40/12 ,  Y10S707/95

摘要： A system for and method of using a financial instrument to take a view on a price-to-earnings ratio for a set of one or more equities. The system and method may be used to commodify the price-to-earnings ratio for one or more equities, such as a stock or an index. The system and method may include a financial instrument that allows a user to take a view on an earnings, or ratio comprising price and earnings, for underlying equities.

摘要翻译： 一种使用金融工具来衡量一套或多种股票的市盈率的制度和方法。 该系统和方法可用于将一个或多个股票（如股票或指数）的市盈率商品化。 该系统和方法可以包括一个金融工具，允许用户查看基本股票的收益或包括价格和收益的比率。

公开(公告)号：US08280794B1

公开(公告)日：2012-10-02

申请号：US11346181

申请日：2006-02-03

申请人： Rama Variankaval ,  Cassio Calil ,  Santosh Nabar ,  Joseph Ghartey

发明人： Rama Variankaval ,  Cassio Calil ,  Santosh Nabar ,  Joseph Ghartey

IPC分类号： G06Q40/00

CPC分类号： G06Q40/04 ,  G06Q40/00 ,  G06Q40/06 ,  G06Q40/12 ,  Y10S707/95

摘要： A system for and method of using a financial instrument to take a view on a price-to-earnings ratio for a set of one or more equities. The system and method may be used to commodify the price-to-earnings ratio for one or more equities, such as a stock or an index. The system and method may include a financial instrument that allows a user to take a view on an earnings, or ratio comprising price and earnings, for underlying equities.

摘要翻译： 一种使用金融工具来衡量一套或多种股票的市盈率的制度和方法。 该系统和方法可用于将一个或多个股票（如股票或指数）的市盈率商品化。 该系统和方法可以包括一个金融工具，允许用户查看基本股票的收益或包括价格和收益的比率。

公开(公告)号：US08412607B2

公开(公告)日：2013-04-02

申请号：US13585290

申请日：2012-08-14

申请人： Rama Variankaval ,  Cassio Calil ,  Santosh Nabar ,  Joseph Ghartey

发明人： Rama Variankaval ,  Cassio Calil ,  Santosh Nabar ,  Joseph Ghartey

IPC分类号： G06Q40/00

CPC分类号： G06Q40/04 ,  G06Q40/00 ,  G06Q40/06 ,  G06Q40/12 ,  Y10S707/95

摘要： A system for and method of using a financial instrument to take a view on a price-to-earnings ratio for a set of one or more equities. The system and method may be used to commodify the price-to-earnings ratio for one or more equities, such a as a stock or an index. The system and method may include a financial instrument that allows a user to take a view on an earnings, or ratio comprising price and earnings, for underlying equities.

摘要翻译： 一种使用金融工具来衡量一套或多种股票的市盈率的制度和方法。 该系统和方法可用于将一个或多个股票（如股票或指数）的市盈率商品化。 该系统和方法可以包括一个金融工具，允许用户查看基本股票的收益或包括价格和收益的比率。

公开(公告)号：US20120310859A1

公开(公告)日：2012-12-06

申请号：US13585290

申请日：2012-08-14

申请人： Rama VARIANKAVAL ,  Cassio Calil ,  Santosh Nabar ,  Joseph Ghartey

发明人： Rama VARIANKAVAL ,  Cassio Calil ,  Santosh Nabar ,  Joseph Ghartey

IPC分类号： G06Q40/06

CPC分类号： G06Q40/04 ,  G06Q40/00 ,  G06Q40/06 ,  G06Q40/12 ,  Y10S707/95

摘要： A system for and method of using a financial instrument to take a view on a price-to-earnings ratio for a set of one or more equities. The system and method may be used to commodify the price-to-earnings ratio for one or more equities, such a as a stock or an index. The system and method may include a financial instrument that allows a user to take a view on an earnings, or ratio comprising price and earnings, for underlying equities.

摘要翻译： 一种使用金融工具来衡量一套或多种股票的市盈率的制度和方法。 该系统和方法可用于将一个或多个股票（如股票或指数）的市盈率商品化。 该系统和方法可以包括一个金融工具，允许用户查看基本股票的收益或包括价格和收益的比率。

公开(公告)号：US07962396B1

公开(公告)日：2011-06-14

申请号：US11347760

申请日：2006-02-03

申请人： Cassio Calil ,  Guy Coughlan ,  David Epstein

发明人： Cassio Calil ,  Guy Coughlan ,  David Epstein

IPC分类号： G06Q40/00

CPC分类号： G06Q40/06

摘要： Embodiments of the invention are directed to systems and methods for managing financial market risk. The method can include defining an exposure map for the treasury budget, calculating and categorizing the financial market risk to the budget, and producing a financial market risk analysis report. The method can also include defining and implementing a hedge to mitigate financial market risks and costs. The hedge can be a basket hedge. The method can also include identifying the financial market risk factors impacting on each element of the budget, generating scenarios for market rates, and producing a report after hedging. Evaluating the financial market risk to the budget under stress scenarios can also be included. Defining the exposure map for the treasury budget can include defining exposures related to revenues and costs (gross profit), interest income, interest expense, hedge cash flow, inter-company cash flow, foreign exchange translation gain or loss, foreign exchange transaction gain/loss, earnings translation gain or loss, and/or commodity inventory gain/loss.

摘要翻译： 本发明的实施例涉及用于管理金融市场风险的系统和方法。 该方法可以包括为财务预算定义曝光图，计算和分类金融市场风险到预算，并制定金融市场风险分析报告。 该方法还可以包括定义和实施对冲以减轻金融市场风险和成本。 套期保值可以是篮子套期保值。 该方法还可以包括确定影响预算各项要素的金融市场风险因素，制定市场利率情景，以及在套期保值后生成报表。 还可以包括在压力情景下评估预算中的金融市场风险。 定义财政预算的曝光图可以包括定义与收入和成本（毛利润），利息收入，利息支出，对冲现金流量，公司间现金流量，外汇兑换收益或损失，外汇交易收益/ 损失，盈利转换收益或损失，和/或商品库存损益。