WILLIAM VAN HARLOW, III
Pilots at Caterina Hts, West Concord, MA
License number
Massachusetts A0780170
Issued Date
Nov 2016
Expiration Date
Nov 2018
Category
Airmen
Type
Authorized Aircraft Instructor
Address
Address
98 Caterina Hts, West Concord, MA 01742
Professional information
Managing An Investment Portfolio
US Patent:
2005010, May 19, 2005
Filed:
Nov 13, 2003
Appl. No.:
10/712082
Inventors:
William Harlow - Concord MA, US
Ralph Wolf - Lunenburg MA, US
Eric Penanhoat - Scituate MA, US
Ralph Wolf - Lunenburg MA, US
Eric Penanhoat - Scituate MA, US
International Classification:
G06F017/60
US Classification:
705036000, 705038000
Abstract:
There are methods and apparatus, including computer program products, for managing an investment portfolio. For example, there is a method that includes receiving asset classes with corresponding sets of financial data, determining variation information for the sets of financial data, and determining a final set of factors based on the variation information.
Selecting Investments For A Portfolio
US Patent:
7870051, Jan 11, 2011
Filed:
Jul 1, 1999
Appl. No.:
09/346195
Inventors:
Xuehai En - Bedford MA, US
William Van Harlow - Concord MA, US
Hsiaoping R. Hua - Brookline MA, US
Scott Kuldell - Newton MA, US
William Van Harlow - Concord MA, US
Hsiaoping R. Hua - Brookline MA, US
Scott Kuldell - Newton MA, US
Assignee:
FMR LLC - Boston MA
International Classification:
G06Q 40/00
US Classification:
705 36R
Abstract:
A method of constructing a portfolio includes receiving target allocations for different types of assets, receiving a list of investments available for inclusion in the portfolio, and selecting investments from the list of investments based on a measure of the risk-adjusted excess return of selected investments and the target allocations.