Patent ID: 7962395
Filing Date: 2011-06-14
Classification: G06Q

Abstract:
1. A computer-implemented method for managing investment funds, the method comprising: receiving, by a computer, a predefined term for investing a predetermined amount of institutional capital in equity-based investments and the predetermined amount of institutional capital; receiving, by the computer, a plurality of dividend targets, the plurality of dividend targets associated with a plurality of respective periods during the predefined term and receiving the plurality of respective periods; receiving, by the computer, a value indicator determined to be used during the predefined term; and generating, by the computer, performance reports for monitoring performance of a selected investment manager, the investment manager being selected for investing the institutional capital in the equity-based investments for the predefined term with a goal of at least meeting the plurality of dividend targets, the investment manager using at least the value indicator to determine whether to buy, to hold or to sell at least one of the equity-based investments during the predefined term, the monitoring including monitoring by determining whether the investment manager meets the plurality of dividend targets by comparing dividends paid on the equity-based investments during each of the plurality of periods to the plurality of respective dividend targets.