CA2879320A1 - Future cost of retirement index and fund - Google Patents

Future cost of retirement index and fund Download PDF

Info

Publication number
CA2879320A1
CA2879320A1 CA2879320A CA2879320A CA2879320A1 CA 2879320 A1 CA2879320 A1 CA 2879320A1 CA 2879320 A CA2879320 A CA 2879320A CA 2879320 A CA2879320 A CA 2879320A CA 2879320 A1 CA2879320 A1 CA 2879320A1
Authority
CA
Canada
Prior art keywords
index
future
fund
yield curve
retirement
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
CA2879320A
Other languages
English (en)
French (fr)
Inventor
Matthew Arnold O'hara
Charles A. Castille
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
BlackRock Index Services LLC
Original Assignee
BlackRock Index Services LLC
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by BlackRock Index Services LLC filed Critical BlackRock Index Services LLC
Publication of CA2879320A1 publication Critical patent/CA2879320A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08—Insurance

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Development Economics (AREA)
  • Technology Law (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Economics (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
CA2879320A 2012-10-14 2013-10-14 Future cost of retirement index and fund Abandoned CA2879320A1 (en)

Applications Claiming Priority (5)

Application Number Priority Date Filing Date Title
US201261713589P 2012-10-14 2012-10-14
US61/713,589 2012-10-14
US201361837762P 2013-06-21 2013-06-21
US61/837,762 2013-06-21
PCT/US2013/064861 WO2014059421A2 (en) 2012-10-14 2013-10-14 Future cost of retirement index and fund

Publications (1)

Publication Number Publication Date
CA2879320A1 true CA2879320A1 (en) 2014-04-17

Family

ID=50476321

Family Applications (1)

Application Number Title Priority Date Filing Date
CA2879320A Abandoned CA2879320A1 (en) 2012-10-14 2013-10-14 Future cost of retirement index and fund

Country Status (5)

Country Link
US (1) US20140108296A1 (enExample)
JP (1) JP6382824B2 (enExample)
CA (1) CA2879320A1 (enExample)
SG (2) SG11201500420SA (enExample)
WO (1) WO2014059421A2 (enExample)

Families Citing this family (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20190122302A1 (en) * 2017-10-23 2019-04-25 Huazhou Lou Method and system of automatic target date distribution of retirement funds
US11605131B1 (en) 2019-02-12 2023-03-14 Blackrock, Inc. Computing system for optimizing investment of liquid guaranteed income assets
KR102105553B1 (ko) * 2019-11-06 2020-04-28 김창훈 스마트 연금 운영 시스템 및 그 구동방법

Family Cites Families (16)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2002334216A (ja) * 2001-05-09 2002-11-22 Sumitomo Life Insurance Co 保険計画算出装置
US7243083B2 (en) * 2001-06-14 2007-07-10 Trading Technologies International, Inc. Electronic spread trading tool
JP2003006432A (ja) * 2001-06-20 2003-01-10 Bank Of Tokyo-Mitsubishi Ltd プリペイメント・リスクを内包した金利スワップの価値算出方法、プログラム及び記録媒体
US7249077B2 (en) * 2002-10-19 2007-07-24 Retirement Engineering, Inc. Methods for issuing, distributing, managing and redeeming investment instruments providing securitized annuity options
US8010388B2 (en) * 2006-03-02 2011-08-30 Hartford Fire Insurance Company Longevity insurance
US8131613B2 (en) * 2006-03-21 2012-03-06 Tan-Torres Jr Antonio L Pension liability allocation
US20080077519A1 (en) * 2006-08-28 2008-03-27 Phoenix Companies, Inc., The System, Method, and Computer Program for Providing Guaranteed Retirement Income Protection Products
JP2010527061A (ja) * 2007-05-10 2010-08-05 ペンションズ ファースト グループ エルエルピー 年金基金システム
US8566206B2 (en) * 2007-05-10 2013-10-22 Pensions First Analytics Limited Pension fund systems
US20090281958A1 (en) * 2008-05-07 2009-11-12 Business Logic Corporation Benchmark and evaluation of reference-date dependent investments
US20100280969A1 (en) * 2009-05-01 2010-11-04 Ryan IP Holdings LLC Method and system for managing pension portfolios
JP2011118630A (ja) * 2009-12-02 2011-06-16 Sony Corp 保険会社端末、管理会社端末、保険管理方法および保険管理システム
US8407123B2 (en) * 2010-04-30 2013-03-26 Barclays Capital Inc. Methods and systems for providing a yield curve index
US8650109B2 (en) * 2010-10-26 2014-02-11 Allianz Global Investors Us Llc System and method for defined contribution default benchmark
US8725614B2 (en) * 2011-01-19 2014-05-13 Financial Engines, Inc. Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream
US8671045B2 (en) * 2011-09-30 2014-03-11 Frank Russell Company Method and system for implementing an adaptive investing methodology

Also Published As

Publication number Publication date
JP2015531528A (ja) 2015-11-02
JP6382824B2 (ja) 2018-08-29
US20140108296A1 (en) 2014-04-17
SG11201500420SA (en) 2015-04-29
SG10201703050QA (en) 2017-06-29
WO2014059421A2 (en) 2014-04-17
WO2014059421A3 (en) 2014-06-19

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Legal Events

Date Code Title Description
EEER Examination request

Effective date: 20150115

FZDE Discontinued

Effective date: 20180720

FZDE Discontinued

Effective date: 20180720