Financial and economic insight for every U.S. household

Copyright, Trademark and Disclaimer Notices

All Web Site design, text, graphics, the selection and arrangements thereof, and all software © 1993, 1994, 1995, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016 IXI Services, a division of Equifax. Permission is granted to electronically copy and to print in hard copy portions of this Web Site for the sole purpose of researching IXI products and services. Any other use of materials on this Web Site – including reproduction for purposes other than those noted above, modification, distribution, or republication – without the prior written permission of IXI is strictly prohibited. The material presented is based upon information that IXI considers reliable, but IXI does not represent that it is accurate or complete.  No person should consider IXI’s distribution of this material as making any representation or warranty with respect to such material and should not rely upon it as such.  The products described herein were neither developed nor intended to be used for the extension of credit to any individual, nor may they be used for purposes of determining an individual’s eligibility for credit, insurance, employment or for any other purpose contemplated under the Fair Credit Reporting Act, 15 U.S.C. § 1681 et seq. Cohorts, the Cohorts logo, CreditStyles, DSI, Echelon Affluent Targeting, Hispanic Cohorts, Income360, Investyles, WealthComplete, Xillionaires, and “The Right Message to the Right Household” are registered trademarks of Equifax.  IXI, IXI►Net, Ability to Pay Index, AudienceInsights, Cash Optimizer, Comp360, CreditMix, Direct-Measured, Discretionary Spending Dollars, Discretionary Spending Index, DS$, Echelon Marketing, Economic Cohorts, Economic Spectrum, Financial Cohorts, Financial Spectrum, Household Insights, Income3D, LifeScores, MarketVision, MarketMix, Small Business Assets, StrategIXInsights, WalletComplete, WalletInsights, Wallet of America, WealthLinx, and all page headers, custom graphics, and button icons are service marks, trademarks, and/or trade dress of Equifax.

The absence of a name or logo in this list does not constitute a waiver of any intellectual property rights that Equifax has established in any of its products, features, or service names or logos.

Trademark List is as follows:

  • Ability to Pay Index
  • AudienceInsights
  • Battlefront Analytics
  • Cash Optimizer
  • Cohorts®
  • Cohorts® (Stylized)
  • Comp360
  • CreditMix
  • CreditStyles®
  • Direct-Measured
  • Discretionary Spending Dollars
  • Discretionary Spending Index
  • DS$
  • DSI®
  • Debt Treatment Segments
  • DTS
  • Echelon Affluent Targeting®
  • Echelon Marketing
  • Economic Cohorts®
  • Economic Spectrum
  • Financial Cohorts®
  • Financial Spectrum
  • Heartstrings
  • Hispanic Cohorts®
  • Hispanic Cohorts® (stylized)
  • Hispanic Cohorts, the Right Message to the Right Household®
  • Household Insights
  • Income360®
  • Income3D
  • Investyles®
  • IXI
  • IXI►Net
  • LifeScores
  • MarketMix
  • MarketVision
  • Oscillator Optimization Process
  • Score America
  • Small Business Assets
  • StrategIXInsights
  • The Right Message to the Right Household®
  • WalletComplete
  • WalletInsights
  • Wallet of America
  • WealthComplete®
  • WealthLinx
  • Xillionaires®


IXI’s patented process for classifying about $14 trillion in U.S. consumer assets and investments is at the foundation of IXI’s proprietary financial assets database.

The following patent has been issued to IXI Corporation by the United States Patent and Trademark Office.

U.S. Patent 6,026,381

Financial Market Classification System

The following language is taken from the Abstract of IXI’s patent.

“A system for classifying investment products into a set of hierarchical buckets based on existing CUSIP numbers and other prospectus information … A bucket is an investment product classification that uniquely and consistently identifies an investment product type. In the preferred embodiment, there are buckets to classify individual securities and mutual funds into product, asset and fund types. Each bucket is a unique combination of product, asset or fund codes. Unique combinations of the actual codes define a particular bucket. Thus, the present invention provides a standard classification system into which all investment products can be categorized and grouped. Three sets of hierarchical investment buckets are created to provide a standard set of both general and detailed investment buckets. Each set of buckets is directed to a specific classification purpose: a set of product buckets, a set of asset buckets, and a set of fund buckets. The present invention uses CUSIP numbers as the keys for aggregating securities into a standard set of product buckets, asset buckets and fund buckets. The present invention uses the standard product buckets, asset buckets and fund buckets to classify investment positions.”

  • TEST