Utilizing a leveraged passive commodity index portfolio to diversify a base portfolio
CA 2367914 A1 · Owner: Sperandeo, Victor A. · Inventors: Sperandeo, Victor A.
Overview
Its claims, description and drawings are in the Canadian Patents Database.
Open the CIPO recordAbstract From the Canadian patent
A unitary investment instrument that may be either a swap or a note instrument, both of which provide multiple utilization of capital. The unitary instrument has two performance components. An investor must either deposit collateral (22) with the issuer (in the case of the swap instrument) or invest in the issuer the principal amount of the investment (in the case of the note instrument). The first component is a base portfolio (24) and second , component is keyed to a passive commodity index having long and short , positions. The instruments' commodity index exposure (26) is established as the product of a leverage factor and the amount of the base portfolio exposure; thereafter …
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Listed from its CIPO record in Patent Yard's archive of Canadian patents past their term. Its claims, description and drawings are in the CIPO record and on Google Patents, and the Claude kit works from them.
Why it's free to use
- Filed March 10, 2000. No grant is recorded for it in Canada; had it been granted, its 20-year term would have ended March 10, 2020.
- A certificate of supplementary protection adds at most two years for a drug, so even that would have ended by March 10, 2022.
- We check Canadian rights only. A patent in its family in another country could still be in force: check its family on Google Patents.
Timeline
Timeline From CIPO dates
Sources & verification
Official CIPO records
Everything on this page comes from the CIPO record linked above. Contains information licensed under the Open Government Licence – Canada.