Patent ID: 6336102
Filing Date: 2002-01-01
Classification: G06Q

Abstract:
A computer-implemented data processing method for managing a plurality of investment funds, the method implemented as a plurality of instructions in a computer readable storage medium and executable by a processor, the method comprising:storing data representative of a plurality of investment assets, each investment asset capable of being acquired or disposed of and having a plurality of investment characteristics, each investment characteristic having a value; storing data representative of the plurality of investment funds, each of the plurality of investment funds having a cash amount for investment in the investment fund, and a distinct, fixed time horizon Ht specific to the investment fund; associating each investment fund with a plurality of investors, each investor having a time horizon corresponding to the time horizon specific to the investment fund; establishing an investment mix for each investment fund by selectively distributing the cash amount associated with the investment fund to selected investment assets as a function of Ht; and for each investment fund, periodically and without requiring participation of the investors: determining as a function of a present date, a length of time LH remaining to the time horizon Ht associated with the investment fund; determining investor characteristics for the investment fund as a function of LH; and adjusting the investment mix of the investment fund as a function of the investor characteristics for the investment fund and the investment characteristics of the investment assets.