Patents Assigned to Upper Room Technology, Inc.
  • Publication number: 20170270610
    Abstract: A portfolio management solution, which can evaluate hypothetical trades and recommend trades (e.g., buy, sell, swap transactions) for one or more portfolios based on target and current attributes of the portfolio(s) and attributes of the investment(s) involved in the hypothetical trades, is described. Portfolio contribution data can be generated, which represents a contribution to a value for each of a plurality of portfolio attributes of the investment portfolio made by the investments in the portfolio. The hypothetical trades can be scored based on an effect of the hypothetical trade on the plurality of attributes of the portfolio in comparison to a plurality of target attributes for the investment portfolio. The solution can assist a bond manager in more efficiently evaluating potential trades for a plurality of bond portfolios, which can result in better trades being completed and the bond portfolios being more aligned with their goals.
    Type: Application
    Filed: June 5, 2017
    Publication date: September 21, 2017
    Applicant: Upper Room Technology, Inc.
    Inventors: Matthew D. Kee, Jack D. Kee