System, method, and computer program product for managing a virtual portfolio of financial objects
US8374951B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Sep 7, 2009 |
| Grant date | Feb 12, 2013 |
| Priority date | — |
| Expiry date | Jul 15, 2030 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/12
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A system, method and/or computer program product for managing an index or portfolio of one or more financial object is disclosed. An index (or portfolio) may be created, including selecting object based on accounting data or weighting the object based on accounting data. Investment managers may manage accounts for investors. The investors may directly hold assets in the accounts so the investors may take advantage of any benefits generated by transactions using the assets in the accounts. Investor(s) may have account(s) and manager(s). A manager may have one or more investors and account(s) to manage. Virtual mutual fund manager may use a holdings matrix and lot matrix to track asset lots in the accounts. When a manager wishes to make a trade affecting an investor, virtual mutual fund manager may determine which asset lots held by the investor should be used to execute the trade.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.