Patents by Inventor Gregg E. Berman

Gregg E. Berman 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).

  • For and method of providing portfolio risk information to investors without revealing position information
    Patent number: 8924274
    Abstract: A system for and method of providing investors with risk information regarding a portfolio, while protecting a strategy associated with the portfolio from public disclosure, is presented. The information allows investors to calculate a variety of risk statistics at virtually any level of granularity in analyzing divisions of the portfolio. The system and method also provide benefits for portfolio managers. Specifically, a portfolio manager may release detailed simulated returns, from which investors may calculate a variety of risk statistics, without revealing position information sufficient for the investors to reverse engineer a strategy associated with the portfolio.
    Type: Grant
    Filed: December 10, 2008
    Date of Patent: December 30, 2014
    Assignee: Riskmetrics Solutions, LLC
    Inventors: Brian Schmid, Gregg E Berman, Pete Benson
  • FOR AND METHOD OF PROVIDING PORTFOLIO RISK INFORMATION TO INVESTORS WITHOUT REVEALING POSITION INFORMATION
    Publication number: 20100145875
    Abstract: A system for and method of providing investors with risk information regarding a portfolio, while protecting a strategy associated with the portfolio from public disclosure, is presented. The information allows investors to calculate a variety of risk statistics at virtually any level of granularity in analyzing divisions of the portfolio. The system and method also provide benefits for portfolio managers. Specifically, a portfolio manager may release detailed simulated returns, from which investors may calculate a variety of risk statistics, without revealing position information sufficient for the investors to reverse engineer a strategy associated with the portfolio.
    Type: Application
    Filed: December 10, 2008
    Publication date: June 10, 2010
    Applicant: RiskMetrics Group, Inc.
    Inventors: Brian Schmid, Gregg E. Berman, Pete Benson