Patent №
US 8,712,903
Granted
2014-04-29
Filed 2008
Owner
CFPH, LLC
Lab
—
AI components
2
kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
12237976
An electronic marketplace uses a fund composition to guide trading opportunities. Mutual funds typically have a target composition of financial instruments. When prices change for constituents of such a mutual fund, the fund typically needs to rebalance in order to maintain a desired composition. A marketplace that understands the target composition and the movement in prices targets trading opportunities to a fund in a more tailored manner than a traditional marketplace.
AI classification
Ownership
CFPH, LLC
assignment · 226000005
Assignors
LUTNICK, HOWARD, ALDERUCCI, DEAN, FOLEY, KEVIN, GAY, BRIAN, FISHKIND, ANDREW, MILLER, MARK, PLOTT, CHARLES
On an employer assignment, the assignors are typically the inventors.