Invention Grant
- Patent Title: System and method for managing credit risk for investment portfolios
- Patent Title (中): 管理投资组合信用风险的制度和方法
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Application No.: US13489203Application Date: 2012-06-05
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Publication No.: US08725629B2Publication Date: 2014-05-13
- Inventor: Roland E. Villacorta , Scott J. Condron , Cheewee Chew
- Applicant: Roland E. Villacorta , Scott J. Condron , Cheewee Chew
- Applicant Address: US NY New York
- Assignee: BlackRock, Inc.
- Current Assignee: BlackRock, Inc.
- Current Assignee Address: US NY New York
- Agency: Edwards Wildman Palmer LLP
- Agent Scott D. Wofsy; Christopher J. Capelli
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
A system is disclosed for enabling a portfolio manager to obtain credit approval for an issuer of securities from a credit analyst. The system includes a relational database containing subjective and objective issuer information, a graphical user interface for permitting a portfolio manager to submit a credit approval request to a credit analyst, a graphical user interface for permitting a credit analyst to evaluate the credit approval request submitted by the portfolio manager based on the issuer information contained in the database, and a graphical user interface for permitting the credit analyst to resolve the credit approval request on behalf of the portfolio manager.
Public/Granted literature
- US20120296848A1 System and method for managing credit risk for investment portfolios Public/Granted day:2012-11-22
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