MANAGING MUTUAL FUNDS OTHERS

Brand	Owner	Address	Description
BROWN BROTHERS HARRIMAN DIRECTIONS	BROWN BROTHERS HARRIMAN & CO.	140 Broadway New York NY 10005	MANAGING MUTUAL FUNDS FOR OTHERS, NAMELY, A MUTUAL FUND ASSET ALLOCATION PROGRAM;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

Described herein is method of managing an investment portfolio having a plurality of investment funds, said managing method comprising establishing an allocation of assets among said investment funds and rebalancing said investment funds substantially back to said allocation on a periodic basis. Also described is a method wherein the rebalancing back to the allocation is initiated in response to a transaction, such as a withdrawal loan issue, or change in allocation, in one or more of the funds.