Patent Document ID: 7734526
Application ID: 11854978
Patent Flag: 1

Claim One:
1. A method, comprising: (a) selecting, by a computer processor-executable strategy database management module, a first manager, the first manager managing a first managed security; (b) obtaining, by the computer processor-executable strategy database management module, information describing the selected manager, wherein the information is prepared by or on behalf of the first managed security and/or manager; (c) mapping, by the computer processor-executable strategy database management module and by keyword searching the information, three or more of the following elements: strength of fundamentals, defensibility of market position, management quality, strength of innovation, gross domestic product, interest rate, monetary policy, rate of company growth, rate of earnings growth, sustainable growth rate, accelerated growth rate, technical analysis, charting, momentum, earnings surprise, price modeling, strength of margins, strength of financials, return on equity, return on invested capital, stochastic modeling, quantitative method, statistical modeling, business risk, controlling risk, market risk, social responsibility, political issues, and religious issues; (d) determining, by the computer processor-executable strategy database management module and from an identified set of elements, different first and second investment strategies pursued by the first manager for the first managed security, wherein each of the first and second investment strategies is one of competitive position strategy, economic conditions investment strategy, future growth investment strategy, market condition investment strategy, opportunity investment strategy, profitability investment strategy, quantitative investment strategy, risk investment strategy, social considerations investment strategy, and value investment strategy; and (e) categorizing, by the computer processor-executable strategy database management module, the first manager as pursuing the determined first and second investment strategies.