Patents Assigned to Alpha Financial Technologies, LLC
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Patent number: 8725624Abstract: A computer implemented investment product includes data stored on one or more computers that corresponds to a notional performance portfolio of assets. The notional performance portfolio includes: (a) a base portfolio of assets having a selected exposure amount; (b) a passive commodity index portfolio, of long and short positions, having a passive commodity index portfolio exposure in an amount substantially equal to a product of the selected exposure amount multiplied by a leverage factor of at least 100%; and (c) the notional performance portfolio having a lower risk and a higher return as compared to either the base portfolio or the passive commodity index portfolio. The one or more computers monitor the base portfolio and the passive commodity index portfolio and calculate the return for the notional performance portfolio.Type: GrantFiled: February 2, 2012Date of Patent: May 13, 2014Assignee: Alpha Financial Technologies, LLCInventor: Victor Sperandeo
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Publication number: 20120173458Abstract: A computer implemented investment product includes data stored on one or more computers that corresponds to a notional performance portfolio of assets. The notional performance portfolio includes: (a) a base portfolio of assets having a selected exposure amount; (b) a passive commodity index portfolio, of long and short positions, having a passive commodity index portfolio exposure in an amount substantially equal to a product of the selected exposure amount multiplied by a leverage factor of at least 100%; and (c) the notional performance portfolio having a lower risk and a higher return as compared to either the base portfolio or the passive commodity index portfolio. The one or more computers monitor the base portfolio and the passive commodity index portfolio and calculate the return for the notional performance portfolio.Type: ApplicationFiled: February 2, 2012Publication date: July 5, 2012Applicant: ALPHA FINANCIAL TECHNOLOGIES, LLCInventor: Victor Sperandeo
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Patent number: 8150758Abstract: The present invention provides a unitary note investment instrument and method of use that has two performance components. An investor invests in the issuer the principal amount of the investment. The first component is a base portfolio. The second component is keyed to a passive commodity index, having long and short positions. The instrument's commodity index exposure is established as the product of a leverage factor of at least 100% and the amount of the base portfolio exposure. The return to the investor comprises the change in value of both the base portfolio exposure and the commodity index exposure over a predetermined period of time multiplied by a payout factor.Type: GrantFiled: November 12, 2004Date of Patent: April 3, 2012Assignee: Alpha Financial Technologies, LLCInventor: Victor Sperandeo
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Patent number: 7860779Abstract: The present invention provides a unitary note investment instrument and method of use that has two performance components. An investor invests in the issuer the principal amount of the investment. The first component is a base portfolio. The second component is keyed to a passive commodity index, having long and short positions. The instrument's commodity index exposure is established as the product of a leverage factor of at least 100% and the amount of the base portfolio exposure. The return to the investor comprises the change in value of both the base portfolio exposure and the commodity index exposure over a predetermined period of time multiplied by a payout factor.Type: GrantFiled: November 12, 2004Date of Patent: December 28, 2010Assignee: Alpha Financial Technologies, LLCInventor: Victor Sperandeo
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Patent number: 7848985Abstract: The present invention provides a unitary note investment instrument and method of use that has two performance components. An investor invests in the issuer the principal amount of the investment. The first component is a base portfolio. The second component is keyed to a passive commodity index, having long and short positions. The instrument's commodity index exposure is established as the product of a leverage factor of at least 100% and the amount of the base portfolio exposure. The return to the investor comprises the change in value of both the base portfolio exposure and the commodity index exposure over a predetermined period of time multiplied by a payout factor.Type: GrantFiled: November 12, 2004Date of Patent: December 7, 2010Assignee: Alpha Financial Technologies, LLCInventor: Victor Sperandeo