System and Method for outcome-oriented Investing

System and Method for outcome-oriented Investing

A method for outcome-oriented investing is provided. A unit investment trust is established. An intended non-linear economic outcome structured to reference underlying assets is established. Securities and the weights of those securities are selected in compliance with unit investment trust requirem...

Ausführliche Beschreibung

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Bibliographische Detailangaben
1. Verfasser: SOOD KARAN
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:A method for outcome-oriented investing is provided. A unit investment trust is established. An intended non-linear economic outcome structured to reference underlying assets is established. Securities and the weights of those securities are selected in compliance with unit investment trust requirements such that the unit investment trust delivers the intended non-linear economic outcome. For example, the securities selected are liquid, and active management of the securities held in the unit investment trust is not allowed. In one example embodiment described herein, at least one U.S. Treasury bond and at least one exchange-traded option are selected.