(57) ABSTRACT A method of managing financial object (s), on a computer, including but not
limited to managing a virtual portfolio of the objects where the portfolio may include a …

A system, method and computer program product creates an index based on accounting
based data, as well as a portfolio of financial objects based on the index where the portfolio …

Related US Application Data is a continuation of application No. 10/252,761, filed on Sep.
23, 2002, now Pat. No. 7,117,175, application No. 12/554.961, which is a continuation-in …

First worldwide family litigation filed litigation https://patents. darts-ip. com/? family=
39789187&utm_source= google_patent&utm_medium= platform_link&utm_campaign …

(54) COORDINATED REBALANCING BY MONEY 5,819,238 A 10/1998 Fernholz
MANAGERPORTFOLIO MANAGEMENT 5,978,778 A 1 1/1999 O'Shaughnessy SYSTEMIS …

A technique for resolving a violation of an investment account restriction is provided. The
restriction is associated with the holding of one or more securities in an investment account …

The present application is a continuation of US patent application Ser. No. 1 1/146,015, filed
on Jun. 7, 2005, and entitled “Automated Actions Based On Restrictions, which issued as US …

An investment account is managed having associated assets, including shares of different
securities, transacted in accordance with a plurality of different investment styles. A cash …

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 …

A passive investment system based on indices created from various metrics is disclosed.
The indexes may be built with metrics other than market capitalization weighting, price …