Patents by Inventor Eric Lachance

Eric Lachance 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: 20160019649
    Abstract: The disclosed technology relates generally to a method and system for evaluating asset classes and investment categories. Financial advisors, for example, may use the disclosed technology to talk to investors about diversification. The disclosed technology allows users to explore and visualize the concept of diversification. The disclosed technology may also be used to help explain and reinforce the importance of diversification by highlighting the relative volatility of the asset classes. The disclosed technology, in certain embodiments, lets users explore performance of asset classes in several investment categories (e.g., equity, fixed-income, and alternatives) and shows how a diversified portfolio would have performed over the same time period.
    Type: Application
    Filed: September 25, 2015
    Publication date: January 21, 2016
    Inventors: Eric Lachance, Kevin McMahon, Daniel Rollins, Brigham Prescott
  • Publication number: 20150161732
    Abstract: The disclosed technology relates generally to a method and system for evaluating asset classes and investment categories. Financial advisors, for example, may use the disclosed technology to talk to investors about diversification. The disclosed technology allows users to explore and visualize the concept of diversification. The disclosed technology may also be used to help explain and reinforce the importance of diversification by highlighting the relative volatility of the asset classes. The disclosed technology, in certain embodiments, lets users explore performance of asset classes in several investment categories (e.g., equity, fixed-income, and alternatives) and shows how a diversified portfolio would have performed over the same time period.
    Type: Application
    Filed: December 20, 2013
    Publication date: June 11, 2015
    Applicant: John Hancock Life Insurance Company (U.S.A.)
    Inventors: Eric Lachance, Kevin McMahon, Daniel Rollins, Brigham Prescott