System for combined pool portfolio

作者: Joshua Livnat , Kenneth S. Hackel

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

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