Peng Chen - Elmhurst IL, US Roger Ibbotson - Hamden CT, US Michael Henkel - Evanston IL, US
Assignee:
IBBOTSON ASSOCIATES, INC.
International Classification:
G06F017/60
US Classification:
705/036000
Abstract:
An automated retirement plan manager manages the assets of an employee retirement benefits plan on behalf of an employer. The plan manager executes trades on investment vehicles based on instructions from an automated independent investment advisor. The advisor calculates a human capital for each plan participant based on data derived from the employer and from the participant through an interface, and based on that human capital calculation recommends an allocation of portfolio assets to the participant. This recommendation, once presented for review by and perhaps modified by the participant, becomes an instruction to the plan manager. As the participant ages his or her human capital is recalculated, and this is used to determine whether the participant's present portfolio type should now be switched to a more conservative one.
Automatically Allocating And Rebalancing Discretionary Portfolios
Peng Chen - Elmhurst IL, US Roger Ibbotson - Hamden CT, US Michael Henkel - Evanston IL, US
International Classification:
G06F017/60
US Classification:
705036000
Abstract:
An automated retirement plan manager manages the assets of an employee retirement benefits plan on behalf of an employer. The plan manager executes trades on investment vehicles based on instructions from an automated independent investment advisor. The advisor calculates a human capital for each plan participant based on data derived from the employer and from the participant through an interface, and based on that human capital calculation recommends an allocation of portfolio assets to the participant. This recommendation, once presented for review by and perhaps modified by the participant, becomes an instruction to the plan manager. As the participant ages his or her human capital is recalculated, and this is used to determine whether the participant's present portfolio type should now be switched to a more conservative one.
Name / Title
Company / Classification
Phones & Addresses
Michael Henkel Manager
Nicor Gas Utilities · Natural Gas Distribution Natural Gas Transmission · Natural Gas Storage and Transmission-Related Services · Nonclassifiable Establishments · Oil and Gas Exploration Services
1844 Fry Rd, Naperville, IL 60563 PO Box 3014, Naperville, IL 60566 6309838888, 6309836755, 8882888110, 6303059500
Michael Henkel Manager
Nicor Gas Co Oil and Gas Exploration Services
1844 W Fry Rd #5, Naperville, IL 60563 6303059500
Michael Henkel Managing Director
Envestnet Asset Management, Inc Investment Advisory Service
35 E Wacker Dr, Chicago, IL 60601 3128272800
Michael Henkel Managing Director
Envestnet, Inc Financial Services and Investment Advice · Holding Company · Investment Solutions and Services · Investment Advice
35 E Wacker Dr, Chicago, IL 60601 3128272800, 3128272801, 8886129300
Michael Henkel President
MORNINGSTAR, INC Information · Publishing Industries · Investment Information & Investment Management · Periodical-Publish/Print Information Retrieval Services Open-End Mgmt Investment
22 W Washington St, Chicago, IL 60602 209 W Washington St, Charleston, WV 25302 3126966000, 3124244288, 3126966014, 3126966010
Michael Henkel Principal
Sandpiper Saloon LLC Drinking Place
2412 Marshall Ct, Naperville, IL 60565
Isbn (Books And Publications)
Frieden Und Politik: Eine Interaktionistische Theorie
Michael Henkel (1968-1972), Hilda Fiallo (2000-2002), Stacy Kuta (1979-1983), Tremaine Brown (1990-1994), David Aguirre (1976-1980), Alysha Arnold (1986-1990)
Mike Henkel (1990-1994), Maria Crook (1983-1987), Ann Brun (1974-1978), Steve Harcus (1967-1971), Elaine Lenzendorf (1962-1966), Stephan Moret (1980-1984)
Mike Lucas (1976-1980), Kelly Kaufmann (1984-1988), Partick Tuorto (1964-1968), Mike Henkel (1969-1973), Pat Civil (1968-1972), Gerry Butterworth (1967-1971)