System and method for managing investment funds

Details System and method for managing investment funds System and method for managing investment funds

2011-06-14

2011-06-14

Kramer, James A (Department: 3693)

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

Automated electrical financial or business practice or...

Finance

C705S037000, C705S035000

Reexamination Certificate

active

07962395

ABSTRACT:
Method for establishing an investment mandate and for managing institutional investment funds associated with equity-based investments, bond-based investments and other investments.

REFERENCES:
patent: 6064986 (2000-05-01), Edelman
patent: 6154732 (2000-11-01), Tarbox
patent: 2002/0188536 (2002-12-01), Milosavljevic et al.
“Bond Portfolio Optimization and Their Applications to Index Tracking: A Partial Optimization Approach” by Hiroshi Donmo and Hidetoshi Watanabe Oct. 25, 1995 http://www.orsj.or.jp/˜archive/pdf/e—mag/vol.39—3—295.pdf.

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