BLACK SWAN PORTFOLIO

Brand Owner (click to sort) Address Description
BLACKSWAN PORTFOLIO ARGI Holdings, Inc. 2201 High Wickham Place Louisville KY 40245 BLACK SWAN PORTFOLIO;Providing a financial portfolio offering of select investment options consisting of a majority of treasury holdings and a minority of stock options designed to protect against rare and unpredictable negative market events;The mark was first used anywhere in a different form other than that sought to be registered at least as early as 12/31/2014.;PORTFOLIO;
BLACKSWAN PORTFOLIO ARGI Holdings, Inc. 2201 High Wickham Place Louisville KY 40245 BLACK SWAN PORTFOLIO;Providing a financial portfolio offering of select investment options consisting of a majority of treasury holdings and a minority of stock options designed to protect against rare and unpredictable negative market events;PORTFOLIO;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. This invention relates to a system and method for valuing a portfolio in terms of its performance relative to a specified benchmark under a range of future scenarios. In particular, the invention takes a portfolio and calculates two values related to the portfolio: the first value corresponding to an amount by which the value of the portfolio is expected to fall below the value of a benchmark over a given time horizon, and a second value corresponding to an amount by which the value of the portfolio is expected to exceed the value of a benchmark over a given time horizon, in view of the range of different future scenarios. The invention provides a means for determining the portfolio which optimally trades-off these two values, and to evaluate risk/reward performance measures using these two values which can be used to rank instruments, securities or portfolios. The invention also provides a means for pricing portfolio insurance for optimal portfolios.