Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2005-11-21
2010-10-05
Poinvil, Frantzy (Department: 3691)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S03600T
Reexamination Certificate
active
07809620
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 performance characteristics similar to those of the index, while having 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 Thomas E.
Hawkes James B.
Eaton Vance Management
Poinvil Frantzy
Sampson & Associates P.C.
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