STRATEGY WEIGHT

Patent №

US 7,657,481

Granted

2010-02-02

Filed 2006

Owner

RBC CAPITAL MARKETS CORPORATION

Lab

—

AI components

planning · evo · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

11345035

This invention relates to hedge fund indexing in general and methods and systems for constructing and maintaining investable hedge fund indices in particular.

Planning Evolutionary computation AI hardwareG06Q 40/04G06Q 40/00G06Q 40/06

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AI classification

Planning1.00

Evolutionary computation0.96

AI hardware0.90

Machine learning0.43

Knowledge representation0.03

Natural language0.01

Speech0.00

Vision0.00

Ownership

RBC CAPITAL MARKETS CORPORATION

assignment · 172870832

Assignors

HO, WINSON, ZURAKHINSKY, VIKTOR

On an employer assignment, the assignors are typically the inventors.

From the same owner

INDEX REBALANCINGUS 7,818,241 · 2010 EXPOSURE DRIVEN INDEXUS 7,756,768 · 2010 EXPOSURE BASED ON CAPACITYUS 7,752,111 · 2010 HEDGE FUND WEIGHT IN A HEDGE FUND INDEXUS 7,676,422 · 2010 REALLOCATIONUS 7,555,453 · 2009

Cites (9)

METHOD AND SYSTEM FOR GENERATING AN INDEX OF INVESTMENT RETURNSUS 7,366,692 · 2008 METHOD AND SYSTEM FOR CREATING AND OPERATING AN INVESTABLE HEDGE FUND INDEX FUNDUS 7,085,738 · 2006 DIGITAL COMPUTER SYSTEM AND METHODS FOR MANAGING A SYNTHETIC INDEX FUNDUS 7,062,459 · 2006 PORTFOLIO REBALANCING BY MEANS OF RESAMPLED EFFICIENT FRONTIERSUS 6,928,418 · 2005 MULTI-ASSET PARTICIPATION STRUCTURED INVESTMENT INSTRUMENTUS 6,856,971 · 2005 SYSTEM AND METHOD FOR PERFORMING SKILL SET ASSESSMENT USING A HIERARCHICAL MINIMUM SKILL SET DEFINITIONUS 6,524,109 · 2003 INDEX REBALANCINGUS 6,061,663 · 2000 APPARATUS AND ACCOMPANYING METHODS FOR AUTOMATICALLY MODIFYING A FINANCIAL PORTFOLIO THROUGH DYNAMIC RE-WEIGHTING BASED ON A NON- CONSTANT FUNCTION OF CURRENT CAPITALIZATION WEIGHTSUS 5,819,238 · 1998 OPEN END MUTUAL FUND SECURITIZATION PROCESSUS 5,806,048 · 1998

Cited by (3)

COMPUTER NETWORK SYSTEMS FOR ACCURATE MARKET BASED BENCHMARK ESTIMATESUS 10,776,870 · 2020 SYSTEM AND METHOD FOR ADMINISTERING INVESTED FUNDSUS 8,468,080 · 2013 Patent US 8,645,257US 8,645,257

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