Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2007-02-06
2007-02-06
Millin, Vincent (Department: 3624)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
Reexamination Certificate
active
09262716
ABSTRACT:
Described herein is method of managing an investment portfolio having a plurality of investment funds, said managing method comprising establishing an allocation of assets among said investment funds and rebalancing said investment funds substantially back to said allocation on a periodic basis. Also described is a method wherein the rebalancing back to the allocation is initiated in response to a transaction, such as a withdrawal loan issue, or change in allocation, in one or more of the funds.
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Sep. 1998, Canada NewsWire, “Regular Portfolio Rebalancing Can Reduce Impact of Market Volatility”, p. 1.
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Akintola Olabode
Merrill Lynch Pierce, Fenner & Smith
Millin Vincent
Underwood Steven D.
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