Patent ID: 8285634

Claim:
A method for facilitating a sponsoring organization's money management process using at least one asset manager to manage the sponsoring organization's investment portfolios, the method comprising: receiving, through a computer-based communications network, orders from an asset manager, each order comprising a number of shares to buy or sell for a security, wherein the orders are received through an order entry system comprising a computer-based graphical user interface and associated software program; determining, for each order, whether the sponsoring organization or the asset manager is assigned discretion for facilitating execution of the each order, wherein the sponsoring organization is assigned discretion for low-touch orders expected to have low market impact and the asset manager is assigned discretion for high-touch orders expected to have high market impact; facilitating, based on the assignment of discretion, execution of the high-touch orders by at least one trading organization; and facilitating, based on the assignment of discretion, execution of the low-touch orders by at least one trading organization.