SOUTH RIVER CONSULTING PORTFOLIO BLOCK INDEX

Brand Owner Address Description
SRC PORTFOLIO BLOCK/INDEX PROGRAM South River Consulting Suite L 1414 Key Highway Baltimore MD 21230 SOUTH RIVER CONSULTING PORTFOLIO BLOCK/INDEX PROGRAM;procurement services, namely, purchasing of energy for others; business consulting services in the fields of procurement strategy and energy product selection; market analysis of energy usage and resulting costs; energy advisory services, namely, consultation in the field of energy procurement and energy efficiency; providing temporary access to electronic reports that provide information concerning energy usage management and energy cost analyses;PORTFOLIO BLOCK/INDEX PROGRAM;
 

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.