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.

Date of Patent:
Feb. 14, 2012

Filed:

Jun. 09, 2006
Applicants:

Ian P. Johnson, Westborough, MA (US);

Stuart Evan Fross, Concord, MA (US);

Ralph Joseph Wolf, Lunenburg, MA (US);

Brian Walters, Holliston, MA (US);

Inventors:

Ian P. Johnson, Westborough, MA (US);

Stuart Evan Fross, Concord, MA (US);

Ralph Joseph Wolf, Lunenburg, MA (US);

Brian Walters, Holliston, MA (US);

Assignee:

FMR LLC, Boston, MA (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

Among other things, receiving public information about an actively managed fund, selecting a group of financial assets, determining a group of weights corresponding to the group of financial assets thereby determining a weighted group of financial assets, the weights being determined based only on the public information, and publishing the contents of the weighted group of financial assets, wherein an expected valuation of the weighted group of financial assets is within a threshold percentage of an expected valuation of the actively managed fund.


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