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:
Aug. 19, 2014
Filed:
Mar. 16, 2007
Joseph Anthony Barone, Rutherford, NJ (US);
Charles Raymond Smith, Iii, Hoboken, NJ (US);
William Mckinney, Westfield, NJ (US);
Hari Nanjundamoorthy, West Windsor, NJ (US);
Joseph Anthony Barone, Rutherford, NJ (US);
Charles Raymond Smith, III, Hoboken, NJ (US);
William McKinney, Westfield, NJ (US);
Hari Nanjundamoorthy, West Windsor, NJ (US);
Fiserv Investment Solutions, Inc., Brookfield, WI (US);
Abstract
Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset. The systems and methods further include generating one or more sell orders in the second set to rebalance at least one overweighted investment sleeve of the second set to the desired target, associating one or more cash flows with each sell order, where each of the one or more cash flows is further associated with one of the underweighted sleeves of the first set, and performing at least one of the one or more cash flows to flow cash to one or more of the underweighted sleeves if the corresponding sell order is successfully executed.