Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2006-03-21
2006-03-21
Colbert, Ella (Department: 3624)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000, C705S037000
Reexamination Certificate
active
07016873
ABSTRACT:
A method and apparatus are provided which account for tax impact in predicting investment return. Data for taxable investments, data for non-taxable investments and investor data are received and an optimization is performed which includes all of these data. An investment recommendation is provided to the investor based on the optimization.
REFERENCES:
patent: 4933842 (1990-06-01), Durbin et al.
patent: 5101353 (1992-03-01), Lupien et al.
patent: 5126936 (1992-06-01), Champion et al.
patent: 5148365 (1992-09-01), Dembo
patent: 5193056 (1993-03-01), Boes
patent: 5644727 (1997-07-01), Atkins
patent: 5784696 (1998-07-01), Melnikoff
patent: 5806049 (1998-09-01), Petruzzi
patent: 5812987 (1998-09-01), Luskin et al.
patent: 5819238 (1998-10-01), Fernholz
patent: 5852811 (1998-12-01), Atkins
patent: 5884283 (1999-03-01), Manos
patent: 5884287 (1999-03-01), Edesess
patent: 5918217 (1999-06-01), Maggioncalda et al.
patent: 6003018 (1999-12-01), Michaud et al.
patent: 6012044 (2000-01-01), Maggioncalda et al.
patent: 6021397 (2000-02-01), Jones et al.
patent: 6078904 (2000-06-01), Rebane
patent: 6115697 (2000-09-01), Gottstein
patent: 6240399 (2001-05-01), Frank et al.
patent: 6292787 (2001-09-01), Scott et al.
patent: 6381586 (2002-04-01), Glasserman et al.
patent: 6393409 (2002-05-01), Young et al.
patent: 6484152 (2002-11-01), Robinson
patent: 6510419 (2003-01-01), Gatto
patent: 2002/0013754 (2002-01-01), Frank et al.
patent: 2003/0078867 (2003-04-01), Scott et al.
patent: 0401203 (1990-05-01), None
patent: 11110447 (1997-10-01), None
patent: 02001076057 (2001-03-01), None
patent: WO 98/13776 (1998-04-01), None
patent: WO 99/28845 (1999-06-01), None
Schnieper, Rene; “Portfolio Optimization”; Oct. 7-10, 1998 General Insurance Convention and Astin Colloquium; pp. 480-527.
Butrimovitz, Gerald, Ph.D., CFP; “Asset Allocation, Portfolio Optimization: Better Risk-Adjusted Performance?”; Journal of Financial Planning; Aug. 1999; Article 13; pp. 1-12.
Mangiero, Susan M., Ph.D., CFA; “Efficient Asset Management: A practical Guide to Stock Portfolio Optimization and Asset Allocation”; Financial Engineering News; Mar. 1999; pp. 1-2.
Business Week, Science & Technology section, p. 108, A Financial Planner With Nerves of Silicon.
Kleinbauer Christopher
McDonald Bill D.
Peterson James
Pietranico Paul-Charles A.
Charles Schwab & Co., Inc.
Colbert Ella
Farella Braun & Martel LLP
LandOfFree
System and method for tax sensitive portfolio optimization does not yet have a rating. At this time, there are no reviews or comments for this patent.
If you have personal experience with System and method for tax sensitive portfolio optimization, we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and System and method for tax sensitive portfolio optimization will most certainly appreciate the feedback.
Profile ID: LFUS-PAI-O-3610041