| RAFIINDICES Research Affiliates LLC
87792024 09 Feb 2018 | on 26 Jun 2024
| Licensing of stock indexes,Providing a financial index based on select... Class 035 Class 035 Advertising, Business & Retail Services Licensing of stock indexes Class 045 Class 045 Personal & Legal & Social Services "INDICES" | | | RAFI INDICES Research Affiliates LLC
87328856 08 Feb 2017 | on 25 Jun 2024
| Licensing of stock indexes,Providing a financial index based on select... Class 035 Class 035 Advertising, Business & Retail Services Licensing of stock indexes Class 045 Class 045 Personal & Legal & Social Services "INDICES" | | | RADTEC Research Affiliates, LLC
97516770 22 Jul 2022 | on 02 Jan 2024
| Providing and updating a financial index; Providing and updating a fin... Class 035 Class 035 Advertising, Business & Retail Services Financial advisory and consultancy services, namely, providing an overlay to an investment strategy allowing investors to control downside tracking error, providing financial index calculation, selection, weighting, overlays, and financial portfolio construction, and management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Management of portfolios comprising securities Class 036 Class 036 Insurance & Financial Services Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices based on selected groups of securities | | | RESEARCH AFFILIATES RESEARCH AFFILIATES, LLC
85790984 29 Nov 2012 | on 01 Jul 2023
| Financial services, namely, providing direct asset management, hedge f... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Providing on-line newsletters in the field of finance and investment Class 036 Class 036 Insurance & Financial Services Downloadable software for use in the management of assets, funds and a financial index and for use in financial consultation to investors in the field of investing; downloadable software for use in assisting investors with financial research and for use in the development of new financial products and for use in providing financial investing advice to others; Downloadable electronic newsletters in the field of finance and investment Class 041 Education and Entertainment Services Financial services, namely, providing direct asset management, hedge fund management, investment advisory services, financial and investment information services in the nature of a financial index, securities analysis, classification and reporting services, mutual fund investing services, consultation in the field of investing; research in the field of investing; financial asset allocation and portfolio construction; financial planning for financial asset allocation; Financial services, namely, funds investment; investment of funds for others; providing financial planning and investment strategy information and analysis services for others; Financial asset management and investment strategy consulting services | | | RAE Research Affiliates LLC
86293658 28 May 2014 | on 18 Aug 2021
| Financial classification, analysis, and reporting of securities; mutua... Class 035 Class 035 Advertising, Business & Retail Services Financial classification, analysis, and reporting of securities; mutual fund investing services; compiling and managing an index-based portfolio of securities and an index-based mutual fund; Financial services, namely, providing direct asset management, hedge fund management, investment advisory services, mutual fund investing services, consultation in the field of investing; research in the field of investing; financial asset allocation and portfolio construction; financial planning for financial asset allocation; Financial services, namely, funds investment; investment of funds for others; providing financial planning and investment strategy information and analysis services for others; Financial asset management and investment strategy consulting services Class 036 Class 036 Insurance & Financial Services Financial and investment information services, namely, providing a financial index of securities values and classification, analysis, and reporting thereof; Financial and investment information services, namely, providing a financial index | | | RAFI DYNAMIC MULTI-FACTOR Research Affiliates LLC
87807083 22 Feb 2018 | on 25 Sep 2018
| Providing a financial index based on selected groups of securities; cr... Class 035 Class 035 Advertising, Business & Retail Services "MULTI-FACTOR" | | | RAFI MULTI-FACTOR Research Affiliates LLC
87640004 10 Oct 2017 | on 26 Jun 2018 | Providing a financial index based on selected groups of securities; cr... Class 036 Class 036 Insurance & Financial Services Providing a financial index based on selected groups of securities; creation, development and calculation of financial indexes, namely, providing and updating a financial index | | | RESEARCH AFFILIATES Research Affiliates, LLC
76633794 21 Mar 2005 | on 14 Oct 2017
| [ Downloadable software for use in the management of assets, funds and... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products [ Downloadable software for use in the management of assets, funds and a financial index and for use in financial consultation to investors in the field of investing; downloadable software for use in assisting investors with financial research and for use in the development of new financial products and for use in providing financial investing advice to others ] Class 036 Class 036 Insurance & Financial Services The drawing is amended to appear as follows: PUBLISH NEW CUT | | | RAFI Research Affiliates, LLC
76634903 29 Mar 2005 | on 01 Sep 2017
| financial services, namely providing financial and investment informat... Class 036 Class 036 Insurance & Financial Services RESEARCH AFFILIATES | | | FUNDAMENTAL INDEX Research Affiliates, LLC
76615926 14 Oct 2004 | on 17 Aug 2017
| [ computer software for the management and administration of index-bas... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products [ computer software for the management and administration of index-based portfolios of securities and mutual funds portfolio management ] Class 036 Class 036 Insurance & Financial Services [ computer software for the management and administration of index-based portfolios of securities and mutual funds portfolio management ] | | 
