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:
Oct. 05, 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 processor and system are provided for determining drift in an investment account having assets associated with a plurality of investment styles. An actual asset allocation of at least one portion of the investment account is determined. The at least one portion of the investment account includes both cash assets and security assets. The actual asset allocation of the at least one portion of the investment account is compared to an allocation rule. A drift of assets associated with the at least one portion is determined based on the comparison. A rebalancing of the investment account may occur based on the determined drift.