Invention Grant
- Patent Title: System and method for defined contribution default benchmark
- Patent Title (中): 定义供款默认基准的系统和方法
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Application No.: US13282356Application Date: 2011-10-26
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Publication No.: US08650109B2Publication Date: 2014-02-11
- Inventor: Stephen Charles Sexauer , Daniel Philip Cassidy , Michael Walter Peskin
- Applicant: Stephen Charles Sexauer , Daniel Philip Cassidy , Michael Walter Peskin
- Applicant Address: US NY New York
- Assignee: Allianz Global Investors US LLC
- Current Assignee: Allianz Global Investors US LLC
- Current Assignee Address: US NY New York
- Agency: Knobbe, Martens, Olson & Bear LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
A system and method for generating an integrated family of benchmarks representing portfolio allocations for a participant is described. At least two assets for a portfolio are identified. A current market rate for at least one of the assets and an expected inflation for a predetermined time period are determined via a computing device. The computing device determines a portfolio allocation to each asset based on the current market rate and the expected inflation so as to define a process for obtaining inflation-protected income for a predetermined number of years and then non-inflation protected income for subsequent years. The identified assets and the portfolio allocations are published via a network.
Public/Granted literature
- US20120158435A1 SYSTEM AND METHOD FOR DEFINED CONTRIBUTION DEFAULT BENCHMARK Public/Granted day:2012-06-21
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