Invention Grant
US07685047B2 Portable alpha-plus products having a private equity component
有权
具有私人股权组成部分的便携式alpha plus产品
- Patent Title: Portable alpha-plus products having a private equity component
- Patent Title (中): 具有私人股权组成部分的便携式alpha plus产品
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Application No.: US11361582Application Date: 2006-02-24
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Publication No.: US07685047B2Publication Date: 2010-03-23
- Inventor: John S. Coates
- Applicant: John S. Coates
- Applicant Address: US NY New York
- Assignee: Morgan Stanley
- Current Assignee: Morgan Stanley
- Current Assignee Address: US NY New York
- Agency: K&L Gates LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00
Abstract:
A financial product. The financial product includes a cash component, an alpha engine component, a private equity component and a beta component. The cash component includes an investment in a liquid portfolio. The alpha engine component includes an investment in an alpha-generating portfolio. The private equity component includes an investment in the private equity portfolio. The beta component is structured to track a total return of one or more indices.
Public/Granted literature
- US20060143105A1 Portable alpha-plus products having a private equity component Public/Granted day:2006-06-29
Information query
