EXCHANGE TRADED PRODUCT SYSTEM AND METHOD

Patent №

US 8,560,422

Granted

2013-10-15

Filed 2012

Owner

SECURITY BENEFIT CORPORATION

+3 more

Lab

AI components

2

kr · planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

13647136

A system for managing assets of a trust owning a controlled foreign corporation (CFC). The system includes means for associating the CFC with the trust owning the CFC and means for tracking assets associated with the CFC and the trust owning the CFC. A method for managing assets of a trust owning a CFC includes (1) associating the CFC with the trust owning the CFC using a linking database, (2) tracking assets associated with the CFC and the trust owning the CFC using an asset database, (3) tracking transactions associated with the assets using a transaction database, and (4) determining profit/loss data associated with the transactions using a processor communicatively coupled with the transaction database.

AI classification

Planning0.99
Knowledge representation0.80
Vision0.01
Machine learning0.00
AI hardware0.00
Natural language0.00
Speech0.00
Evolutionary computation0.00

Ownership

SECURITY BENEFIT CORPORATION

assignment · 464820263

SECURITY INVESTORS, LLC

assignment · 464820312

INVESCO LTD.

assignment · 464820372

INVESCO HOLDING COMPANY (US), INC.

assignment · 464820425

Assignors

BAK, PHIL, FARRAGHER, KEVIN

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

© 2026 NYSGPT2525 LLC