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SYSTEM AND METHOD FOR DETERMINING AN INVESTMENT THEME FOR A POTENTIAL INVESTMENT FUND

机译:确定潜在投资基金投资主题的系统和方法

摘要

A fund management system may determine an investment theme for a potential investment fund based on investment research activities of a plurality of users of the fund management system. The fund management system may also identify a set of users from the plurality of users to include in a syndicate for the investment theme. The determined investment theme may comprise a topic on which the syndicate may base a strategy for a new investment fund. Responsive to a first user being included in the set of users of the syndicate, information related to the investment theme may be output to the first user.
机译:基金管理系统可以基于基金管理系统的多个用户的投资研究活动来确定潜在投资基金的投资主题。基金管理系统还可从多个用户中识别出一组用户,以包括在用于投资主题的集团中。所确定的投资主题可以包括集团可以在其上基于新投资基金的策略的主题。响应于第一用户被包括在集团的用户集合中,与投资主题有关的信息可以被输出到第一用户。

著录项

  • 公开/公告号WO2015143365A1

    专利类型

  • 公开/公告日2015-09-24

    原文格式PDF

  • 申请/专利权人 ASPN SOLUTIONS;

    申请/专利号WO2015US21825

  • 发明设计人 TARRANT JEFFREY;

    申请日2015-03-20

  • 分类号G06F17/30;G06Q40/04;G06Q40/06;

  • 国家 WO

  • 入库时间 2022-08-21 15:04:07

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