Patents Assigned to VESTWISE LLC
  • System and method of managing cash and suggesting transactions in a multi-strategy portfolio
    Publication number: 20090063365
    Abstract: According to some embodiments of the present invention, there is provided a system for managing an investment portfolio that is associated with at least two investment strategies, at least one of the investment strategies providing a strategy change in respect of a non-cash position by explicitly or implicitly specifying a recommended change value for the non-cash position, the system comprising: a portfolio management processor, the portfolio management processor is responsive to the strategy change in respect of the non-cash position for calculating a cash allocation for a cash position of an investment strategy providing the change, wherein the cash allocation is based upon: a recommended relative weight for the cash position, the relative weight is provided explicitly or implicitly by the investment strategy providing the change, a relative weight of at least one other cash position, the relative weight is provided explicitly or implicitly by at least one other investment strategy with which the investmen
    Type: Application
    Filed: October 24, 2008
    Publication date: March 5, 2009
    Applicant: VESTWISE LLC
    Inventor: Gad Pinkas
  • System and method of managing cash and suggesting transactions in a multi-strategy portfolio
    Publication number: 20080162377
    Abstract: According to some embodiments of the present invention, there is provided a system for managing an investment portfolio that is associated with at least two investment strategies, at least one of the investment strategies providing a strategy change in respect of a non-cash position by explicitly or implicitly specifying a recommended change value for the non-cash position, the system comprising: a portfolio management processor, the portfolio management processor is responsive to the strategy change in respect of the non-cash position for calculating a cash allocation for a cash position of an investment strategy providing the change, wherein the cash allocation is based upon: a recommended relative weight for the cash position, the relative weight is provided explicitly or implicitly by the investment strategy providing the change, a relative weight of at least one other cash position, the relative weight is provided explicitly or implicitly by at least one other investment strategy with which the investmen
    Type: Application
    Filed: December 19, 2007
    Publication date: July 3, 2008
    Applicant: VESTWISE LLC
    Inventor: Gad Pinkas