WO2002029692A8 - Integrated investment portfolio management system and method - Google Patents

Integrated investment portfolio management system and method

Info

Publication number
WO2002029692A8
WO2002029692A8 PCT/US2001/031497 US0131497W WO0229692A8 WO 2002029692 A8 WO2002029692 A8 WO 2002029692A8 US 0131497 W US0131497 W US 0131497W WO 0229692 A8 WO0229692 A8 WO 0229692A8
Authority
WO
WIPO (PCT)
Prior art keywords
portfolio
user
financial assets
financial
assets
Prior art date
Application number
PCT/US2001/031497
Other languages
French (fr)
Other versions
WO2002029692A1 (en
Inventor
William Baughman
Rafael Hernandez
Harsh Shethia
James A Macpherson
Joseph Ferguson Iii
Original Assignee
Deutsche Bank Ag
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Deutsche Bank Ag filed Critical Deutsche Bank Ag
Priority to AU2001296735A priority Critical patent/AU2001296735A1/en
Priority to BR0114662-9A priority patent/BR0114662A/en
Priority to MXPA03003040A priority patent/MXPA03003040A/en
Publication of WO2002029692A1 publication Critical patent/WO2002029692A1/en
Publication of WO2002029692A8 publication Critical patent/WO2002029692A8/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Abstract

The present invention comprises a system and method that integrates the various steps involved in creating and managing one or more investment portfolios (114) comprised of multiple disparate financial assets, thereby allowing a user to navigate form need, to insight, to investing and transacting in a logical and straightforward manner. Questionnaires are used to profile each user (112) of the system to determine risk tolerance, time horizon, investment experience, etc. Using the profile and other questions presented to the user, the system generates a recommended asset allocation (106), which may form the basis of a financial portfolio. The user may construct a portfolio (108) using the financial assets contained in the recommended to asset allocation, or select individual assets for inclusion in the portfolio. Upon construction of a portfolio, the system provides tools to monitor and manage the portfolio (110) through the buying and selling of financial assets. Watch lists (124) may also be defined to monitor a collection of financial assets without incurring the risk involved in purchasing the actual financial assets.
PCT/US2001/031497 2000-10-06 2001-10-09 Integrated investment portfolio management system and method WO2002029692A1 (en)

Priority Applications (3)

Application Number Priority Date Filing Date Title
AU2001296735A AU2001296735A1 (en) 2000-10-06 2001-10-09 Integrated investment portfolio management system and method
BR0114662-9A BR0114662A (en) 2000-10-06 2001-10-09 Investment portfolio integrated management system and method
MXPA03003040A MXPA03003040A (en) 2000-10-06 2001-10-09 Integrated investment portfolio management system and method.

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US23848400P 2000-10-06 2000-10-06
US60/238,484 2000-10-06
US09/972,736 US20020152151A1 (en) 2000-10-06 2001-10-05 Integrated investment portfolio management system and method
US09/972,736 2001-10-05

Publications (2)

Publication Number Publication Date
WO2002029692A1 WO2002029692A1 (en) 2002-04-11
WO2002029692A8 true WO2002029692A8 (en) 2002-07-04

Family

ID=26931720

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2001/031497 WO2002029692A1 (en) 2000-10-06 2001-10-09 Integrated investment portfolio management system and method

Country Status (6)

Country Link
US (1) US20020152151A1 (en)
AR (1) AR030861A1 (en)
AU (1) AU2001296735A1 (en)
BR (1) BR0114662A (en)
MX (1) MXPA03003040A (en)
WO (1) WO2002029692A1 (en)

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Also Published As

Publication number Publication date
AU2001296735A1 (en) 2002-04-15
US20020152151A1 (en) 2002-10-17
AR030861A1 (en) 2003-09-03
MXPA03003040A (en) 2004-12-03
BR0114662A (en) 2003-07-01
WO2002029692A1 (en) 2002-04-11

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