Abstract: A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.

Abstract: A method and apparatus for generating bids for bidding agents in an auction. Bids are sorted by decreasing bid amount for regular bids and upper limit for order bids to form a sorted set of bids, wherein each bid includes a quantity and wherein the bids include order bids. A first bid is identified requesting a quantity in which an unallocatable portion is present. A number of order bids is selected from the bids, wherein the number of order bids are higher in the sorted set of bids than the first bid and have an allocation requirement less than the unallocatable portion of the of the first bid. A price is set for the order bids higher than the first bid and not in the aforementioned selected bids.

Abstract: A method and computer apparatus determines the value of a derivative by introducing risk premiums. The method includes determining the underlying security and derivative, determining the risks and trading costs associated with the derivative, formulating the RAP equation for the derivative, solving the RAP equation for the derivative and outputting a value of the derivative based on the solution of the RAP equation. The computer apparatus employs this method in a financial analysis application. The system includes an input unit for taking inputs of derivative characteristics and model parameters, a processing unit for computing a value of the derivative based on the input characteristics and parameters using a risk-adjusted pricing equation, and an output unit for displaying the value of the derivative.

Abstract: A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.

Abstract: The present invention is a method and system for investing with a no or low-loss assurance the aid of an agent. The invention provides a plurality of risk levels having a gain apportionment value and a lost apportionment value. The gain apportionment value dictates the apportionment of a gain between the investor and the agent, while the lost apportionment value dictates the apportionment of a loss between the investor and the agent. Each risk level also has a gain sale threshold and a loss sale threshold. The investor selects one of the risk levels. When one of the sale thresholds is reached, the equity is sold to complete a cycle or transaction of a combo, or combination of transactions. The investor's apportioned gain is added to an investor's money packet thereby increasing its value. A loss sale threshold ends the combo.