Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2003-02-25
2010-10-05
Kalinowski, Alexander (Department: 3691)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
Reexamination Certificate
active
07809624
ABSTRACT:
A processor and system are provided for determining drift in an investment account having assets associated with a plurality of investment styles. An actual asset allocation of at least one portion of the investment account is determined. The at least one portion of the investment account includes both cash assets and security assets. The actual asset allocation of the at least one portion of the investment account is compared to an allocation rule. A drift of assets associated with the at least one portion is determined based on the comparison. A rebalancing of the investment account may occur based on the determined drift.
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Derstine Heidi Renee
Everett Michael John
Gonzales Reo A.
Ponce Danette Kay
Ristovic Mirjana
CheckFree Corporation
Ebersman Bruce I
Kalinowski Alexander
Sutherland & Asbill & Brennan LLP
LandOfFree
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