David J Rieger

US Patent:

20050049954, Mar 3, 2005

Filed:

Sep 3, 2004

Appl. No.:

10/934976

Inventors:

Russell Graham - Wheaton IL, US
David Rieger - Warrenville IL, US
Matthew Treter - Naperville IL, US
Jonathan Volle - Wheaton IL, US

International Classification:

G06F017/60

US Classification:

705036000

Abstract:

A computer and Internet based system and method for managing portfolios of various securities, especially fixed income securities, is provided. This system and method enables the defining of the various investment goals and strategies for the portfolios and enables the evaluation of the suitability of potential purchases and/or sales of securities related to the portfolios, preferably with a menu driven system. The system and method combines portfolio modeling and analytics with tools that connect investment managers to buyers and sellers in fixed income securities markets. The integration of decision-making analytics with bond market access creates a more efficient way to manage, buy and/or sell fixed income securities.

US Patent:

20050187858, Aug 25, 2005

Filed:

Feb 23, 2005

Appl. No.:

11/065240

Inventors:

Russell Graham - Wheaton IL, US
David Rieger - Warrenville IL, US
Matthew Treter - Naperville IL, US
Jonathan Volle - Wheaton IL, US

International Classification:

G06F017/60

US Classification:

705037000

Abstract:

Disclosed is an electronic fixed income securities management and trading system and method for aggregating customer demand for investment securities, especially fixed income securities, and identifying suitable offered securities to meet that demand. This system and method enables the collection, organization, and integration of securities demand information from multiple sources, and provides techniques to identify which securities among those available for sale have sets of characteristics that satisfy the demand criteria, preferably with a menu driven system.