Open-end fund options plan for key personnel and a system and a method for administering same
作者： James N. Calvin
DOI:
关键词: Fund administration 、 Finance 、 Manager of managers fund 、 Investment fund 、 Net asset value 、 Closed-end fund 、 Open-end fund 、 Actuarial science 、 Business 、 Service provider 、 Target date fund
摘要: A computer implemented method for incentivizing an open-end fund service provider to defer compensation owed the that includes step of granting award options in investment having a share price based on net asset value fund. Also provided is computer-based administration system calculate one or series similarly leveraged arrangements granted by providers, summarize values those options, change since prior valuation, and expenses associated with NAV shares offered and/or redeemed
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