Patents by Inventor GEORGE D. MUSSALLI

GEORGE D. MUSSALLI 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).

  • System and method for constructing optimized ESG investment portfolios
    Patent number: 11657454
    Abstract: A system for constructing an environmental, social and governance (ESG) optimized investment portfolio includes an ESG database, an alpha database, a user interface, and an ESG optimization engine. The ESG database includes ESG data for one or more investment products used to construct an investment portfolio. The alpha database includes alpha data for the one or more investment products used to construct the investment portfolio and the alpha data comprise rate of return data for the one or more investment products. The user interface is used for receiving a user's input for selecting an ESG optimization factor.
    Type: Grant
    Filed: May 22, 2019
    Date of Patent: May 23, 2023
    Assignee: PANAGORA ASSET MANAGEMENT, INC
    Inventors: Mike Chen, George D. Mussalli
  • SYSTEM AND METHOD FOR CONSTRUCTING OPTIMIZED ESG INVESTMENT PORTFOLIOS
    Publication number: 20190362427
    Abstract: A system for constructing an environmental, social and governance (ESG) optimized investment portfolio includes an ESG database, an alpha database, a user interface, and an ESG optimization engine. The ESG database includes ESG data for one or more investment products used to construct an investment portfolio. The alpha database includes alpha data for the one or more investment products used to construct the investment portfolio and the alpha data comprise rate of return data for the one or more investment products. The user interface is used for receiving a user's input for selecting an ESG optimization factor.
    Type: Application
    Filed: May 22, 2019
    Publication date: November 28, 2019
    Applicant: PANAGORA ASSET MANAGEMENT, INC
    Inventors: MIKE CHEN, GEORGE D. MUSSALLI