Abstract: Systems and methods for creating different financial interests in a portfolio of stocks, a stock index or other financial assets based on a series of interim cash flows of the asset. Specifically, the present invention relates to systems and methods for dividing such assets into income and equity components. In one aspect, the income component is an ordinary dividend component for a fixed time period or until a fixed dollar amount has been paid and the equity component is a capital component that can be traded separately.
Abstract: Systems and methods for creating different financial interests in a portfolio of stocks, a stock index or other financial assets based on a series of interim cash flows of the asset. Specifically, the present invention relates to systems and methods for dividing such assets into income and equity components. In one aspect, the income component is an ordinary dividend component for a fixed time period or until a fixed dollar amount has been paid and the equity component is a capital component that can be traded separately.
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