发明名称 Mutual fund and method for allocating assets in a mutual fund
摘要 A system and method of investing and reallocating fund assets include investing assets in a first class in a fund having substantially a single asset class at any given time. The system and method further include determining whether a signal is given to reallocate the assets to a second asset class different from the first asset class, and reallocating the assets in the fund to the second asset class if the signal is given to reallocate the assets. In embodiments of the invention, the fund is diversified among different asset classes over time rather than at any instant.
申请公布号 US8229828(B1) 申请公布日期 2012.07.24
申请号 US201113239174 申请日期 2011.09.21
申请人 WESTER STUART HOUSTON;UNITED SERVICES AUTOMOBILE ASSOCIATION 发明人 WESTER STUART HOUSTON
分类号 G06Q40/00 主分类号 G06Q40/00
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