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Patent

In 2008, as Co-Portfolio manager responsible for management design and development overseeing $30 billion in asset allocation assets, on the weekend of Oct. 19, 2008, the following article was used, “On Wall Street, Eyes Turn to the Fear Index,” to complete a volatility level analysis study and portfolio management approach idea to grow assets through protection. The study became the impetus for a company patent, innovation in product options that offered clients growth potential and downside protection, and a company innovation.

It is designed to provide dynamic shiftts in and out of equities depending on a mid-point risk level of 30 measured via the CBOE VIX.

A VIX study – Quantitative Fiduciary

Link to patent description- https://patents.google.com/patent/US20130282621A1/en

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