Patents Assigned to Allianz Global Investors US LLC
  • Patent number: 8650109
    Abstract: A system and method for generating an integrated family of benchmarks representing portfolio allocations for a participant is described. At least two assets for a portfolio are identified. A current market rate for at least one of the assets and an expected inflation for a predetermined time period are determined via a computing device. The computing device determines a portfolio allocation to each asset based on the current market rate and the expected inflation so as to define a process for obtaining inflation-protected income for a predetermined number of years and then non-inflation protected income for subsequent years. The identified assets and the portfolio allocations are published via a network.
    Type: Grant
    Filed: October 26, 2011
    Date of Patent: February 11, 2014
    Assignee: Allianz Global Investors US LLC
    Inventors: Stephen Charles Sexauer, Daniel Philip Cassidy, Michael Walter Peskin
  • Patent number: 8515852
    Abstract: A method for generating an integrated family of benchmarks representing portfolio allocations for a participant is described. At least two assets for a portfolio are identified. A current market rate for at least one of the assets and an expected inflation for a predetermined time period are determined via a computing device. The computing device determines a portfolio allocation to each asset based on the current market rate and the expected inflation so as to define a process for obtaining inflation-protected income for a predetermined number of years and then non-inflation protected income for subsequent years. The identified assets and the portfolio allocations are published via a network.
    Type: Grant
    Filed: March 6, 2012
    Date of Patent: August 20, 2013
    Assignee: Allianz Global Investors US LLC
    Inventors: Stephen Charles Sexauer, Daniel Philip Cassidy, Michael Walter Peskin