Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Electronic shopping
Reexamination Certificate
2006-09-12
2006-09-12
Coggins, Wynn W. (Department: 3625)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Electronic shopping
C705S03600T, C705S037000
Reexamination Certificate
active
07107229
ABSTRACT:
A method is disclosed for allocating a portfolio investment among a population of securities held in an investment portfolio, wherein each security of the population of securities is issued by a company of a plurality of companies, and each security has at least one corresponding data element. The method includes the steps of assigning each security to a corresponding industry group, summing the industry total of each of the plurality of industry groups to provide the portfolio investment. One investment portion of the portfolio investment is distributed to at least one or more of the plurality of industry groups. The investment portion of the corresponding industry group is equal to a proportion of the industry total of the corresponding industry group to the portfolio investment. The investment portion may be distributed among a selected one or more of the securities of the corresponding industry group.
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Welcom
Akin Gump Strauss Hauer & Feld & LLP
Claremont Investment Partners, LLC
Coggins Wynn W.
Zurita Jaime E.
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