Method of administering an investment fund

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United States of America Patent

PATENT NO 9633395
SERIAL NO

14031815

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Abstract

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A method of administering an investment fund using a computer. The method includes the steps of creating shares for sale, providing a managed distribution schedule identifying a number of payments to be provided during each of consecutive periods, providing an investment strategy for investing in assets to provide funds sufficient to meet the managed distribution schedule, issuing a share to an investor in exchange for funds received from the investor, investing the received funds according to the investment strategy, calculating the value of each of the payments to be provided according to the managed distribution schedule in a period to the investor, and providing each of the payments to the investor during the period. Multiple embodiments relate to methods for calculation and sourcing of each payment.

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Patent Owner(s)

Patent OwnerAddress
THE VANGUARD GROUP INCVALLEY FORGE PA

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Ameriks, John Malvern, US 5 42
Buhl, John Wayne, US 5 42
Delk, Edward New York, US 5 42
Hyatt, Kathryn Wayne, US 5 42
Narayanan, Ranga Exton, US 5 42
Travis, Shawn Wayne, US 5 42
Wallick, Daniel Haverford, US 5 42

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