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System and method for evaluating investment fund manager performance

机译:评估投资基金经理业绩的系统和方法

摘要

This invention relates to a system and method of evaluating investment fund manager performance including collecting career information for a plurality of investment fund managers, collecting fund information for a plurality of investment funds across a fund universe, associating the career information of an investment fund manager to the fund information for related investment funds to generate career performance information for each of the plurality of investment fund managers, determining a group of investment fund managers based on at least one criterion, comparing the career performance information of at least one member of the group to a benchmark to generate at least one career performance record, and analyzing the at least one career performance record.
机译:本发明涉及一种评估投资基金经理业绩的系统和方法,包括:收集多个投资基金经理的职业信息,收集整个基金范围内多个投资基金的基金信息,将投资基金经理的职业信息与相关投资基金的基金信息为多个投资基金经理中的每一个生成职业绩效信息,基于至少一个标准确定一组投资基金经理,将至少一个该组成员的职业绩效信息与产生至少一项职业绩效记录并分析至少一项职业绩效记录的基准。

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