Robert BOYDA - Sherborn MA, US Paul T. KANE - Whitinsville MA, US Leo ZERILLI - Beverly MA, US John VRYSEN - Hopkinton MA, US Chris HURLEY - Dallas TX, US David P. CHOATE - Dallas TX, US
International Classification:
G06Q 40/00
US Classification:
705 36 R, 705 37
Abstract:
A system and method are described for an investor, such as a fund of funds, to advantageously perform portfolio rebalancing in a totally in-kind or combination in-kind/cash transaction that will at least minimize the transaction costs associated with rebalancing.
System And Method For In-Kind Rebalancing Of Transactions
Robert Boyda - Sherborn MA, US Paul T. Kane - Whitinsville MA, US Leo Zerilli - Beverly MA, US John Vrysen - Hopkinton MA, US Chris Hurley - Dallas TX, US David P. Choate - Dallas TX, US
International Classification:
G06Q 40/06
US Classification:
705 36 R
Abstract:
A system and method are described for an investor, such as a fund of funds, to advantageously perform portfolio rebalancing in a totally in-kind or combination in-kind/cash transaction that will at least minimize the transaction costs associated with rebalancing.
Name / Title
Company / Classification
Phones & Addresses
David Choate President
Melrose Fish & Game Club Inc Civic/Social Association
Collins Ave, Saugus, MA 01906 7812339730
David Choate Director
MASSACHUSETTS AMATEUR SPORTS FOUNDATION, INC. THE Athletic Organization
55 6 Rd, Woburn, MA 01801 Conventures, Boston, MA 02210
David Choate Vice President And Chief Operating Officer
Conventures Inc Other Management Consulting Svcs
1 Design Ctr Pl, Boston, MA 02210 6174397700, 6173301732, 6174397701
Horace Mann Elementary School Pampa TX 1954-1960, Washington Junior High School Bakersfield CA 1960-1961, Pampa Junior High School Pampa TX 1961-1962, Colton Junior High School Colton CA 1961-1962
Alaina Dixon, Darla Tucker, Linda Choate, Roy Grace, Jancy Howeth, Kathy Saaty, Lodi Sills, Stefan Fisher, Sean Chalepah, Billie Whitley, David Choate, Alice Richards