首页> 外国专利> Funds having investment results related to occurrence of external event to investor-selected investment options

Funds having investment results related to occurrence of external event to investor-selected investment options

机译:具有与投资者选择的投资选择的外部事件发生相关的投资结果的基金

摘要

A system for causing investment returns for individual investors in a fund to correspond to occurrence of selected events with respect to investment options selected by said individual investors, the system including instructions for: defining a plurality of said investment options each having a yield calculator, said calculator having a value related to occurrence of predefined events; selecting a nominal yield of said fund; allocating a portion of said nominal yield to each of said investment options ratably with respect to the portion of said value of each said yield calculator bears to all values of said yield calculators; calculating, on a periodic basis, a change in total value of assets owned by said fund and ratably allocating said change to investors in said fund; and periodically redetermining said values in each of said yield calculators by measuring occurrence of said predefined events during a selected measuring period.
机译:一种用于使基金中的个人投资者的投资回报对应于相对于由所述个人投资者选择的投资选择的选定事件的发生的系统,该系统包括以下指令:定义多个所述投资选项,每一个都具有收益计算器。具有与预定义事件的发生有关的值的计算器;选择上述基金的名义收益;相对于每个所述收益计算器的所述部分价值,按比例将所述名义收益的一部分分配给每个所述投资期权;定期计算该基金所拥有资产总价值的变化,并将该变化按比例分配给该基金的投资者;通过在选定的测量周期内测量所述预定事件的发生,周期性地重新确定每个所述收益计算器中的所述值。

著录项

  • 公开/公告号US2004098330A1

    专利类型

  • 公开/公告日2004-05-20

    原文格式PDF

  • 申请/专利权人 FRAIVILLIG JAMES;HIGH BRIAN K.;

    申请/专利号US20030723187

  • 发明设计人 JAMES FRAIVILLIG;BRIAN K. HIGH;

    申请日2003-11-26

  • 分类号G06F17/60;

  • 国家 US

  • 入库时间 2022-08-21 23:20:36

相似文献

  • 专利
  • 外文文献
  • 中文文献
获取专利

客服邮箱:kefu@zhangqiaokeyan.com

京公网安备:11010802029741号 ICP备案号:京ICP备15016152号-6 六维联合信息科技 (北京) 有限公司©版权所有
  • 客服微信

  • 服务号