Goal-directed financial asset management system

Details Goal-directed financial asset management system Goal-directed financial asset management system

1989-09-01

1992-06-30

Smith, Jerry

Boots, shoes, and leggings

364401, G06F 1530

Patent

active

051269368

ABSTRACT:
A data processing apparatus and method controls and implements a goal-directed financial assets management system. The operative system receives investor deposits at selected levels of correspondence to established capital markets. A proportionality factor, or "market multiple" MM, is established as a measure of correspondence between the account and each market or asset of interest. The operative system periodically enters new account data and adjusts the individual accounts in response thereto. The system determines a net position change which is translated into aggregate purchase/sale orders of various market index futures contracts or other capital instruments. The system automatically adjusts the risk exposure in any asset category to prevent its reaching an excessive level. As a result, an account can never lose more than the amount deposited. The data processing system provides efficient operation and low transaction fees to the participating investors.

REFERENCES:
patent: 3697693 (1972-10-01), Deschenes et al.
patent: 4597046 (1986-06-01), Musmanno et al.
patent: 4903201 (1990-02-01), Wagner
patent: 4953085 (1990-08-01), Atkins
Eckardt, Walter L., Jr., and Bridge Data Company, The Index Market Fund (1984).
Mayers, Robert C., "One Day Market Forecaster", Computer Shopper, Nov. 1987, pp. 236, 253-256.
Crawford, Diane, "Software at His Beck and Call, Manager's Bonds are Beautiful", Wall Street Computer Review, Jun. 1985.
Roberts, Steve, "Makes the World Go Round", Wall Street Computer Review, Mar. 1989.

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