Financial Markets Intellectual Property

Financial Markets Intellectual Property

Overview

We know the financial markets — and the myriad IP issues in those markets

Technology is transforming the financial markets. With microseconds now mattering more than milliseconds and trading decisions growing ever more complex, sophisticated technology and technological innovation have become indispensable to success. Firms active in the financial markets need to be able to monetize their technological innovations, to protect their inventions from others, and to beat back spurious efforts to claim property rights where none should exist.

We have been advising financial market firms about intellectual property since the earliest disputes over electronic trading in the 1990s. We have been helping our clients successfully overcome these intellectual property challenges ever since. Our attorneys who practice at the intersection of financial markets and intellectual property are known for their skill and strategy in protecting our clients’ technological innovations and preventing IP entanglements from interfering with their business goals. We understand our clients’ business objectives and tailor our solutions to meet them. 

  • Experience

    Our experience spans all types of IP issues in the financial markets

    Our experience is as diverse as the types of trades, typical and exotic, made in the markets. As a sampling, we have:

    • Protected exclusive license rights from challenges that competitors were free to operate without a license
    • Negotiated licenses for patents on electronic trading systems, rights to use financial indexes, and access to and use of market data
    • Established ownership of intellectual property in trading strategies, algorithms, and methodologies created by employees and consultants
    • Obtained patents for clients on various aspects of electronic trading and hedging risk
    • Defended clients against claims of patent infringement for electronic trading systems
    • Protected clients’ trading strategies through the use of trade secrets, copyrights, and patents
    • Protected clients’ trademarks from infringement by those creating false association with well-known financial publications
    • Assisted clients in developing contracts for distribution to third parties of market data and index values

    In several instances, our clients hired us to replace other counsel. Given our experience, we also have been hired to advise where “traditional” IP lawyers have been handling matters for a financial markets client.

    We can help you navigate the complicated IP issues in the financial markets

    We understand our clients’ business objectives and tailor our solutions to meet them. Based on significant experience handling intellectual property issues involving financial markets and products around the country (and across the globe), and our broad and deep work in the industry, we can offer the best advice where financial markets intersect intellectual property.