作者: Robert Charles Osborne , Kerimcan Engin
DOI:
关键词: Finance 、 Manager of managers fund 、 Investment (macroeconomics) 、 Risk–return spectrum 、 Business 、 Investment management 、 Portfolio 、 Unit investment trust 、 Order (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.