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Internet-based system for identification, measurement and ranking of investment portfolio management, and operation of a fund supermarket, including “best investor” managed funds

机译:基于Internet的系统,用于识别,衡量和排名投资组合管理以及基金超级市场的​​运营,包括“最佳投资者”管理的基金

摘要

Internet-based business system and management programs therefor, and more particularly to financial investment management characterized by a unique system of attracting and identifying the Best Investors, including offering, facilitating and managing performance-based investment competitions based on model (virtual) investment portfolios, creating actual portfolios for the identified Best Investor, creating and operating actual mutual funds based on the identified Best Investors as fund managers, and providing a full suite of related subscriber and investor services associated therewith as a fund supermarket. The invention includes facilitation of daily feedback of one or more significant and appropriate financial performance metric(s), preferably the NAV (iTAV), of identified stocks and funds. Performance ranking of advice is provided so that the investor knows the track record (ranking), on an ongoing basis, of a particular advisor, thereby establishing credibility of comments. Important analytic tools are provided, including unique reports on: Overall Performance, Stratification, Volatility, Market Timing, Fundamentals, and GS/E or GE/S Ratio, which function as powerful decision tools for the site members, fund managers and subscribers. The top 100 Best Investors are recognized as the m100, which may be a list, a tracked index, and a Fund.
机译:基于互联网的业务系统及其管理程序,尤其是金融投资管理,其特征在于具有独特的吸引和识别最佳投资者的系统,包括基于模型(虚拟)投资组合提供,促进和管理基于绩效的投资竞争,为所确定的最佳投资者创建实际的投资组合,基于所确定的最佳投资者作为基金经理来创建和运营实际的共同基金,并作为基金超级市场提供全套相关的订户和与之相关的投资者服务。本发明包括促进对已识别的股票和基金的一个或多个重要且适当的财务绩效度量,优选地资产净值(iTAV)的每日反馈。提供建议的绩效排名,以便投资者持续了解特定顾问的跟踪记录(排名),从而建立评论的信誉。提供了重要的分析工具,包括有关以下方面的独特报告:总体绩效,分层,波动性,市场时机,基本面和G S / E 或G E / S Ratio作为站点成员,基金经理和订户的强大决策工具。排名前100位的最佳投资者被认为是m100,可以是名单,追踪指数和基金。

著录项

  • 公开/公告号US7509274B2

    专利类型

  • 公开/公告日2009-03-24

    原文格式PDF

  • 申请/专利权人 KENDRICK W. KAM;BRUCE L. HORN;

    申请/专利号US20010836694

  • 发明设计人 BRUCE L. HORN;KENDRICK W. KAM;

    申请日2001-04-17

  • 分类号G06Q40/00;

  • 国家 US

  • 入库时间 2022-08-21 19:29:43

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