6 patents
Utility
Systems and Methods for Trades Priced Relative to a Reference Benchmark Value Associated with an Underlying Index Future
16 Nov 23
According to some embodiments, an indication of a trade priced relative to a reference benchmark value (e.g., a trade at index close transaction) associated with an underlying index future may be received when a basis of the trade is agreed to by parties of the trade.
Clifford J. Weber, Lynn C. Martin
Filed: 24 Jul 23
Utility
Systems and methods for trades priced relative to a reference benchmark value associated with an underlying index future
12 Sep 23
According to some embodiments, an indication of a trade priced relative to a reference benchmark value (e.g., a trade at index close transaction) associated with an underlying index future may be received when a basis of the trade is agreed to by parties of the trade.
Clifford J. Weber, Lynn C. Martin
Filed: 17 Nov 14
Utility
Systems and methods for checking model portfolios for actively managed funds
5 Oct 21
Embodiments include systems and methods for evaluating the integrity of a model portfolio designed to have substantially the same values, returns, or risk characteristics as a financial instrument.
Clifford J. Weber, Scott Ebner, Charles A. Baker, Bonnie Arculli
Filed: 29 Jul 15
Utility
Systems and methods for trading actively managed funds
14 Sep 21
Systems and methods for improved intra-day valuations of a first portfolio are disclosed herein.
Clifford J. Weber, Carol Alexander, Jason Macqueen, Charles A. Baker, Gary L. Gastineau, Terry Norman
Filed: 20 Jul 18
Utility
Systems and methods for checking model portfolios for actively managed funds
15 Jun 21
Embodiments include systems and methods for evaluating the integrity of a model portfolio designed to have substantially the same values, returns, or risk characteristics as a financial instrument.
Clifford J. Weber, Scott Ebner, Charles A. Baker, Bonnie Arculli
Filed: 10 Aug 15
Utility
Exchange trading of mutual funds or other portfolio basket products
23 Feb 21
Embodiments include systems and methods for intra-day trading of actively managed exchange traded funds (AMETFs).
Clifford J. Weber, Gary L. Gastineau
Filed: 10 Aug 15
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