System for combined pool portfolio

Details System for combined pool portfolio System for combined pool portfolio

1995-09-25

1998-09-08

Hayes, Gail O.

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

705 37, G06F 1760

Patent

active

058060472

ABSTRACT:
A data processing system is disclosed for contributed employer securities in pension accounts which is directed specifically to the control, tracing of transactions and allocation of available assets among participants. This system allows pension plans and individuals' pension accounts which own employer securities to transfer the employer securities into a combined pool. The pool manages the combined portfolio, selling portions of the contributed stocks and purchasing other financial instruments to increase diversification. The system checks prospective participants for pre-specified admission requirements and traces the flow of securities and cash between the combined pool and the participants.

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Sellon, Gordon, "Changes in Financial Intermediation: The Role of Pension and Mutual Funds, " Economic Review, V77, N3, pp. 53-70, Fall 1992.

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