RADIUS
Mark Identification

RADIUS

Serial Number

97168715

Filing Date

Dec 13, 2021

Trademark by

PARAMETRIC PORTFOLIO ASSOCIATES LLC

Classification Information

Computer software and mobile applications for use by others in rendering financial services, namely, downloadable software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management, investment management, and securities trading; computer software and mobile applications used in connection with financial services, namely, downloadable software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and securities trading; Downloadable computer software platforms for financial analytics, investment management, and securities trading; Downloadable computer software platforms for risk management, investment management, financial management and securities trading; Downloadable computer software platforms for evaluation, analysis, and comparison of data and information in the fields of financial management, investment management, financial risk management, and securities trading; Downloadable computer software, namely, an electronic financial platform to conduct financial performance analyses, risk assessment scenarios, trend analyses; Downloadable computer software, namely, an electronic financial platform for customization and workflow management of client investment and financial portfolios, and securities trading

Electrical and Scientific Apparatus

Providing information and analysis relating to economic market data; providing business and market research services to individual and institutional financial investors and financial professionals; market analysis; Compiling and analyzing statistics, data and other sources of information for business planning purposes and financial record-keeping for regulatory compliance purposes; Analyzing and compiling data for measuring the performance of financial markets and market trends in the securities markets

Advertising and Business

Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts; Financial services, namely, providing risk management services, financial management services, and securities trading; Financial analysis; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial services, namely, providing financial analyses, financial data analytics, financial industry data analysis, investment risk assessment; Providing online information in the fields of investment management, financial risk management, and financial advisory services; Financial research and analysis services, namely, development and implementation of robust modeling and data analytic frameworks

Insurance and Financial

Temporary use of on-line non-downloadable computer software for use by others in providing financial services, namely, providing risk management, financial information, financial management, securities trading and investment management services; Providing a website featuring on-line non-downloadable software for providing information about investment management, financial risk management, and financial advisory services

Computer and Scientific