Patents by Inventor Christopher Stoddart

Christopher Stoddart has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Dynamic portfolio benchmarking
    Patent number: 6799167
    Abstract: A benchmark portfolio is provided to be customizable to an investment portfolio where the customization is dynamic. Each customization can be recorded as a historical event, and the investment return of the benchmark portfolio is based on the recorded customizations. The benchmark portfolio includes select asset classes, which include a sweep account, where each asset class includes at least one security that is representative of a set of specifically screened securities within the asset class.
    Type: Grant
    Filed: October 22, 1999
    Date of Patent: September 28, 2004
    Assignee: Decision Analytics, Inc.
    Inventors: David Gullen, Lee Epstein, Christopher Stoddart