Patents Assigned to Burlington Hall Asset Management
  • Method and apparatus for producing time variant asset allocation
    Publication number: 20030195829
    Abstract: Methods and/or apparatus are contemplated for establishing a plurality of investments in a portfolio among which an allocation of assets is to be made; establishing one or more factors to be associated with the plurality of investments, at least one of the factors having values that are time variant; and computing the allocation of assets among the investments as one or more functions of the one or more factors such that a time variant allocation of the assets among the investments is obtained.
    Type: Application
    Filed: April 10, 2002
    Publication date: October 16, 2003
    Applicant: Burlington Hall Asset Management
    Inventor: Richard E. Oberuc