Patents by Inventor Mark Steven McEachern

Mark Steven McEachern 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).

  • Management of Related Portfolios
    Publication number: 20140172752
    Abstract: A computer-implemented method comprising: retrieving information indicative of sets of upper level portfolios; retrieving information indicative of a plurality of objectives for the sets of upper level portfolios; retrieving a plurality of constraints, with at least one of the constraints restricting aggregate trade amounts for the same lower level portfolio across the sets of upper level portfolios, and with a constraint comprising a parameter that is at least partly based on an objective and attributes of the sets of upper level portfolios; and executing by one or more computer systems a collection of optimization rules to apply across the sets of upper level portfolios to current trade amounts of the sets of upper level portfolios and to the objectives according to parameters specified by the constraints to determine rebalanced trade amounts for the sets of upper level portfolios.
    Type: Application
    Filed: February 25, 2014
    Publication date: June 19, 2014
    Applicant: FMR LLC
    Inventors: Douglas Sprague, Mark Steven McEachern, Stewart John Carpenter, Walter Tsui, Kevin Mac Dermott, Eugene Wong
  • Management of related portfolios
    Patent number: 8676690
    Abstract: A computer-implemented method comprising: retrieving information indicative of sets of upper level portfolios; retrieving information indicative of a plurality of objectives for the sets of upper level portfolios; retrieving a plurality of constraints, with at least one of the constraints restricting aggregate trade amounts for the same lower level portfolio across the sets of upper level portfolios, and with a constraint comprising a parameter that is at least partly based on an objective and attributes of the sets of upper level portfolios; and executing by one or more computer systems a collection of optimization rules to apply across the sets of upper level portfolios to current trade amounts of the sets of upper level portfolios and to the objectives according to parameters specified by the constraints to determine rebalanced trade amounts for the sets of upper level portfolios.
    Type: Grant
    Filed: December 6, 2012
    Date of Patent: March 18, 2014
    Assignee: FMR LLC
    Inventors: Douglas Sprague, Mark Steven McEachern, Stewart John Carpenter, Walter Tsui, Kevin MacDermott, Eugene Wong