Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2008-02-08
2010-10-19
Poinvil, Frantzy (Department: 3691)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000
Reexamination Certificate
active
07818240
ABSTRACT:
A system and method is provided for administering a tax-managed, buy-write investment fund having a plurality of units available for sale to the public. An index representing a first portfolio of assets having desired performance characteristics is identified. A second portfolio of assets is configured to have less than 70 percent overlap therewith. Shares of the second portfolio are purchased, while call options against the index are written.
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Faust, Jr. Thomas E.
Hawkes James B.
Eaton Vance Management
Poinvil Frantzy
Sampson & Associates P.C.
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