The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jun. 01, 2010
Filed:
Feb. 25, 2003
Charles Raymond Smith, Iii, Hoboken, NJ (US);
Michael John Everett, Fair Haven, NJ (US);
Danette Kay Ponce, Chicago, IL (US);
Lavinia Shao-hui Zyvith, Belle Mead, NJ (US);
Reo A. Gonzales, Jersey City, NJ (US);
Heidi Renee Derstine, Chicago, IL (US);
Mirjana Ristovic, Ridgefield, NJ (US);
Charles Raymond Smith, III, Hoboken, NJ (US);
Michael John Everett, Fair Haven, NJ (US);
Danette Kay Ponce, Chicago, IL (US);
Lavinia Shao-Hui Zyvith, Belle Mead, NJ (US);
Reo A. Gonzales, Jersey City, NJ (US);
Heidi Renee Derstine, Chicago, IL (US);
Mirjana Ristovic, Ridgefield, NJ (US);
CheckFree Corporation, Norcross, GA (US);
Abstract
A process and system are provided for determining whether to rebalance an investment account having assets associated with one of the plurality of investment styles relative to an allocation rule is determined. The determined drift is compared with a threshold value. A determination is made whether to rebalance the investment account is based on the comparison.