Patents by Inventor Steven M. Joenk

Steven M. Joenk 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).

  • COMPUTERIZED METHOD AND SYSTEM FOR MANAGING A FINANCIAL PORTFOLIO RELATIVE TO MARKET VOLATILITY
    Publication number: 20130282621
    Abstract: The system and method for managing a financial portfolio relative to market stability includes determining a first allocation of assets in the portfolio and a level of equity exposure, the portfolio including a plurality of funds; monitoring a quantitative risk indicator for market signals, determining whether the quantitative risk indicator meets a predetermined risk threshold value and if the risk indicator meets the risk threshold value, adjusting the level of equity exposure by selling a first position on a first set of options associated with a first fund and purchasing a second position on a second set of options associated with a second fund.
    Type: Application
    Filed: June 19, 2013
    Publication date: October 24, 2013
    Inventor: Steven M. Joenk
  • Computerized method and system for managing a financial portfolio relative to market volatility
    Patent number: 8473390
    Abstract: The system and method for managing a financial portfolio relative to market stability includes determining a first allocation of assets in the portfolio and a level of equity exposure, the portfolio including a plurality of funds; monitoring a quantitative risk indicator for market signals, determining whether the quantitative risk indicator meets a predetermined risk threshold value and if the risk indicator meets the risk threshold value, adjusting the level of equity exposure by selling a first position on a first set of options associated with a first fund and purchasing a second position on a second set of options associated with a second fund.
    Type: Grant
    Filed: July 22, 2009
    Date of Patent: June 25, 2013
    Assignee: AXA Equitable Funds Management Group, LLC
    Inventor: Steven M. Joenk
  • COMPUTERIZED METHOD AND SYSTEM FOR MANAGING A FINANCIAL PORTFOLIO RELATIVE TO MARKET VOLATILITY
    Publication number: 20110022539
    Abstract: The system and method for managing a financial portfolio relative to market stability includes determining a first allocation of assets in the portfolio and a level of equity exposure, the portfolio including a plurality of funds; monitoring a quantitative risk indicator for market signals, determining whether the quantitative risk indicator meets a predetermined risk threshold value and if the risk indicator meets the risk threshold value, adjusting the level of equity exposure by selling a first position on a first set of options associated with a first fund and purchasing a second position on a second set of options associated with a second fund.
    Type: Application
    Filed: July 22, 2009
    Publication date: January 27, 2011
    Inventor: Steven M. Joenk