Patents Assigned to Fiserv Investment Solutions, Inc.
  • Systems and Methods for Multi-Style Portfolio (MSP) Cash Flow Enhancement
    Publication number: 20150120611
    Abstract: Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset.
    Type: Application
    Filed: August 18, 2014
    Publication date: April 30, 2015
    Applicant: FISERV INVESTMENT SOLUTIONS, INC.
    Inventors: Joseph A. Barone, Charles Raymond Smith, III, William McKinney, Hari Moorthy
  • Systems and methods for multi-style portfolio (MSP) cash flow enhancement
    Patent number: 8812388
    Abstract: Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset.
    Type: Grant
    Filed: March 16, 2007
    Date of Patent: August 19, 2014
    Assignee: Fiserv Investment Solutions, Inc.
    Inventors: Joseph Anthony Barone, Charles Raymond Smith, III, William McKinney, Hari Nanjundamoorthy