Coordinated rebalancing by money manager portfolio...

Details Coordinated rebalancing by money manager portfolio... Coordinated rebalancing by money manager portfolio...

2003-02-25

2010-06-01

Karmis, Stefanos (Department: 3693)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

Reexamination Certificate

active

07729969

ABSTRACT:
A process and system are provided for determining whether to rebalance an investment account having assets associated with one of the plurality of investment styles relative to an allocation rule is determined. The determined drift is compared with a threshold value. A determination is made whether to rebalance the investment account is based on the comparison.

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