Method and system for exchange of financial investment advice

作者: Robert Charles Osborne , Kerimcan Engin

DOI:

关键词: FinanceManager of managers fundInvestment (macroeconomics)Risk–return spectrumBusinessInvestment managementPortfolioUnit investment trustOrder (exchange)Investment strategy

摘要: A method and system for distributing professional investment advice to investors is provided. computerized exchange permits one or more advisors make strategies available subscribing investors. Each strategy defines a sequence of trade transactions that are consistent with parameters designed achieve the risk return objectives strategy. The distributed subscribers who can undertake recommended using separate brokerage accounts. subscriber maintain corresponding portfolio assigns weighting factors various in order provide customized Accordingly, fund manager trading decisions individual near real time without administrative burdens costs associated traditional mutual funds.