Brian High Phones & Addresses
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Monessen, PA
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Los Angeles, CA
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Sherman Oaks, CA
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Hull, MA
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Spring, TX
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Pittsburgh, PA
Business Records
Name / Title
Company / Classification
Phones & Addresses
Information Technology Manager
Fund Quest Incorporated
Investment Advisory Service Security/Commodity Service Information Retrieval Services
Investment Advisory Service Security/Commodity Service Information Retrieval Services
1 Winthrop Sq, Boston, MA 02110
Publications
Us Patents
Funds Having Investment Results Related To Occurrence Of External Events To Investor-Selected Investment Options
View pageUS Patent:
7031938, Apr 18, 2006
Filed:
Nov 26, 2003
Appl. No.:
10/723187
Inventors:
James Fraivillig - Boston MA, US
Brian K. High - Londonderry NH, US
Brian K. High - Londonderry NH, US
International Classification:
G06F 17/60
US Classification:
705 36R, 705 36, 705 37, 705 35, 706 45, 273237
Abstract:
A system for causing investment returns for individual investors in a fund to correspond to occurrence of selected events with respect to investment options selected by said individual investors, the system including instructions for: defining a plurality of said investment options each having a yield calculator, said calculator having a value related to occurrence of predefined events; selecting a nominal yield of said fund; allocating a portion of said nominal yield to each of said investment options ratably with respect to the portion of said value of each said yield calculator bears to all values of said yield calculators; calculating, on a periodic basis, a change in total value of assets owned by said fund and ratably allocating said change to investors in said fund; and periodically redetermining said values in each of said yield calculators by measuring occurrence of said predefined events during a selected measuring period.