Patents by Inventor Daniel Yem

Daniel Yem has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Publication number: 20230206339
    Abstract: An investment manager engine automatically manages an investment fund. During an accumulation phase, the investment manager receives messages that include contributions to the investment fund. For each contribution, the investment manager determines an allocation of the contribution among securities and guaranteed income assets. The investment manager allocates at least a portion of the contribution to guaranteed income assets, according to the determined allocation. The guaranteed income assets provide a guaranteed annual income stream upon a predetermined date.
    Type: Application
    Filed: March 3, 2023
    Publication date: June 29, 2023
    Inventors: Matthew O'HARA, Daniel YEM, Daniel BASILE
  • Patent number: 11605131
    Abstract: An investment manager engine automatically manages an investment fund. During an accumulation phase, the investment manager receives messages that include contributions to the investment fund. For each contribution, the investment manager determines an allocation of the contribution among securities and guaranteed income assets. The investment manager allocates at least a portion of the contribution to guaranteed income assets, according to the determined allocation. The guaranteed income assets provide a guaranteed annual income stream upon a predetermined date.
    Type: Grant
    Filed: February 12, 2020
    Date of Patent: March 14, 2023
    Assignee: BlackRock, Inc.
    Inventors: Matthew O'Hara, Daniel Yem, Daniel Basile