Patents Assigned to ClearBridge, Inc.
  • Systems and Methods for Implementing a Separately Managed Account Platform
    Publication number: 20120323817
    Abstract: An SMA system that allows for efficient management of separately managed accounts across multiple investors. Electronic data interfaces exchange information between the SMA system and outside sources. The SMA system aggregates positions across the accounts and views those positions as one large account to generate block trades. The SMA system takes what was executed and updates accounts of individual investors based on the block trades.
    Type: Application
    Filed: March 23, 2012
    Publication date: December 20, 2012
    Applicant: ClearBridge, Inc.
    Inventor: Marco Bitran