Patents by Inventor Kshitija Joshi

Kshitija Joshi 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).

  • Computer systems, methods and user-interfaces for tracking an investor's unique set of social and environmental preferences
    Patent number: 11188983
    Abstract: Computer-based systems and methods produce output graphics and displays for financial advisors following computational discovery, assessment and alignment of a client's (e.g., an investor's) holdings and accounts to the client's unique social and environmental impact preferences. The systems and methods of the present invention can (1) track a client's unique set of social and environmental impact preferences using a detailed taxonomy; (2) quantitatively assess the client's portfolio of investment holdings on the selected social and environmental impact preferences; (3) search for new investment opportunities that would better align with the client's preferences; and (4) benchmark the client's portfolio and new investment opportunities against comparable market indices and custom portfolio blends.
    Type: Grant
    Filed: January 31, 2020
    Date of Patent: November 30, 2021
    Assignee: MORGAN STANLEY SERVICES GROUP INC.
    Inventors: Kshitija Joshi, Courtney Thompson, James W. Martin