Patent ID: 8180699

Claim:
A method for facilitating unified trading and control for a sponsoring organization's money management process using a plurality of asset managers to manage the sponsoring organization's investment portfolios, the method comprising: receiving orders from the plurality of the asset managers, each order comprising a number of shares to buy or sell for a security; determining, for each order, whether the sponsoring organization or an asset manager is given discretion for executing a trade for the each order, wherein the sponsoring organization is given discretion for low-touch orders expected to have low market impact and the asset manager is given discretion for high-touch orders expected to have high market impact; enabling the sponsoring organization to, using a compliance engine, review and either approve for execution or hold from execution each said order before trade execution, wherein the compliance engine comprises a graphical user interface and associated software program linked to a computerized rules-based logic engine that enables each buy or sell order to be analyzed in real time; facilitating the execution of the high-touch orders by at least one trading organization selected by the asset manager given discretion; and facilitating the execution of the low-touch orders by at least one trading organization selected by the sponsoring organization.