Patents by Inventor Michael Boren

Michael Boren 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: 20060106700
    Abstract: A method and system for analyzing and reporting institutional investments provides a single platform for daily investment accounting, compliance, performance, and risk reports for investment portfolios held at single or multiple custody/safekeeping locations. The method involves retrieving transaction data from multiple independent financial institutions and storing it in a database in a standardized format and retrieving security data from one or more security information service providers and storing it in the database. The method further involves applying a uniform set of customized accounting, compliance, risk and performance parameters to the transaction data and security data stored in the database and, in response to a user request, calculating and reporting selected data to the user in accordance with the uniform accounting, compliance, risk and performance parameters.
    Type: Application
    Filed: March 8, 2005
    Publication date: May 18, 2006
    Inventors: Michael Boren, David Boren, Douglas Bates, Christopher Growney, Charles Dunn, James Dunn, Jerek Anderson, Paul Price, Brian Hill, Justin Reed, James Price