FINANCIAL ASSET

Brand Owner (click to sort) Address Description
COMPIRICUS COMPIRICUS AG Kasernenstraße 27 Düsseldorf 40213 Germany Financial asset, treasury and risk management; investment reporting and control;
EMBRACE THE POSSIBLE DUNDEE CORPORATION 1 Adelaide Street East, 21st Floor Toronto M5C2V9 Canada FINANCIAL ASSET, FINANCIAL PORTFOLIO AND INVESTMENT MANAGEMENT SERVICES, NAMELY, CREATING, MANAGING AND ADMINISTERING MUTUAL FUNDS, INVESTMENT FUNDS, THIRD PARTY ASSETS, TAX ASSISTED INVESTMENTS, REAL ESTATE AND RESOURCE ASSETS AND PROPRIETARY ASSETS AND INVESTMENTS; FINANCIAL ADVISORY SERVICES, NAMELY, FINANCIAL PLANNING AND INVESTMENT MANAGEMENT SERVICES; ADMINISTERING LIFE, ACCIDENTAL DEATH AND HEALTH INSURANCE POLICIES; ADMINISTERING BANKING, FINANCIAL AND ESTATE PLANNING SERVICES; CAPITAL MARKETS SERVICES, NAMELY, INVESTMENT BANKING SERVICES AND UNDERWRITING OF THE SALE OF SECURITIES TO THE PUBLIC, PRIVATE PLACEMENTS OF SECURITIES AND INVESTMENT ADVISORY SERVICES RELATED TO MERGERS AND ACQUISITIONS, DIVESTITURES, RESTRUCTURINGS AND STOCK EXCHANGE LISTINGS, INSTITUTIONAL SALES AND TRADING SERVICES, NAMELY, THE SELLING, PURCHASING AND TRADING OF EQUITY AND EQUITY RELATED SECURITIES AND FIXED INCOME SECURITIES; FINANCIAL INVESTMENT RESEARCH SERVICES, NAMELY, THE PREPARATION OF RESEARCH REPORTS AND OPINIONS TO INDIVIDUAL INVESTORS AND INSTITUTIONAL CLIENTS IN CONNECTION WITH INVESTMENT DECISION MAKING, FINANCIAL INVESTMENT AND EXPLORATION SERVICES RELATING TO FINANCIAL INVESTMENT IN OIL, GAS AND MINING RESOURCES; PRIVATE EQUITY INVESTMENT SERVICES AND MERCHANT BANKING SERVICES RELATING TO RESOURCES AND REAL ESTATE; RETAIL BROKERAGE SERVICES;
 

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

    
Technical Examples
  1. The invention supports the management of financial assets such as accounts receivable or mortgages. The invention provides a facility for a user to define rules to segregate assets into pools, define purchasing rules, capture real time information regarding transactions, reconcile payments and produce exception reports, define access rules for individual users to see information relating to pools of assets and individual assets within a pool, and provide customized reports and access to asset details over a network. Abstract representations of financial assets are used to obtain instances of defined financial-asset object classes to define pools of financial assets with common abstract characteristics. The invention uses a tree structured representation of asset classes for allocation of transactions to tranches and sub-tranches of assets within a pool. A user may define custom tranches and sub-tranches, as well as design pools of assets to an investment rating specification in advance.