[go: up one dir, main page]

AU2001271994A1 - A method and system for investment integration - Google Patents

A method and system for investment integration

Info

Publication number
AU2001271994A1
AU2001271994A1 AU2001271994A AU7199401A AU2001271994A1 AU 2001271994 A1 AU2001271994 A1 AU 2001271994A1 AU 2001271994 A AU2001271994 A AU 2001271994A AU 7199401 A AU7199401 A AU 7199401A AU 2001271994 A1 AU2001271994 A1 AU 2001271994A1
Authority
AU
Australia
Prior art keywords
investment
integration
investment integration
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2001271994A
Inventor
Frederick L. A. Grauer
C. John Hherry
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Straightthroughcom
Original Assignee
STRAIGHTTHROUGH COM
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by STRAIGHTTHROUGH COM filed Critical STRAIGHTTHROUGH COM
Priority claimed from PCT/US2001/021997 external-priority patent/WO2002007041A2/en
Publication of AU2001271994A1 publication Critical patent/AU2001271994A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Theoretical Computer Science (AREA)
  • Physics & Mathematics (AREA)
  • General Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Operations Research (AREA)
  • Human Resources & Organizations (AREA)
  • Game Theory and Decision Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
AU2001271994A 2000-07-13 2001-07-11 A method and system for investment integration Abandoned AU2001271994A1 (en)

Applications Claiming Priority (5)

Application Number Priority Date Filing Date Title
US21810500P 2000-07-13 2000-07-13
US60/218,105 2000-07-13
US09/903,051 US20020038273A1 (en) 2000-07-13 2001-07-10 Method and system for investment integration
US09/903,051 2001-07-10
PCT/US2001/021997 WO2002007041A2 (en) 2000-07-10 2001-07-11 A method and system for investment integration

Publications (1)

Publication Number Publication Date
AU2001271994A1 true AU2001271994A1 (en) 2002-01-30

Family

ID=26912575

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001271994A Abandoned AU2001271994A1 (en) 2000-07-13 2001-07-11 A method and system for investment integration

Country Status (2)

Country Link
US (1) US20020038273A1 (en)
AU (1) AU2001271994A1 (en)

Families Citing this family (35)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2001216190A (en) * 2000-01-31 2001-08-10 Fujitsu Ltd Information extraction device and recording medium
AU2001288533A1 (en) * 2000-09-01 2002-03-13 Y-Merge.Com, Llc System and method for online valuation and analysis
US7873555B1 (en) * 2000-10-10 2011-01-18 International Business Machines Corporation System and method for automatically rebalancing portfolios by single response
US20020128941A1 (en) * 2001-03-08 2002-09-12 Champion Robert R. Techniques for generating and managing electronic investment contracts
US20030236727A1 (en) * 2001-03-08 2003-12-25 Champion Robert R. Enhanced techniques for generating and managing electronic investment contracts
EP1248221A3 (en) * 2001-04-04 2003-04-02 RITTER, Rudolf System and method for portfolio management by means of DAB
US20030120581A1 (en) * 2001-12-20 2003-06-26 Janat Horn System and method for facilitating securites borrowing transactions
US7590582B2 (en) * 2002-01-25 2009-09-15 Bdellium Inc. Method for analyzing investments using overlapping periods
US7403918B2 (en) * 2002-03-01 2008-07-22 Blackrock Inc. Investment portfolio compliance system
US20030195765A1 (en) * 2002-04-10 2003-10-16 Mukesh Sehgal Data exchange method and system
WO2004001522A2 (en) * 2002-06-20 2003-12-31 Ka Shun Kevin Fung Method and system for improving the liquidity of transactions
US7729969B1 (en) 2003-02-25 2010-06-01 Checkfree Corporation Coordinated rebalancing by money manager portfolio management systems and a master overlay manager portfolio management system
US20070192223A1 (en) * 2003-02-25 2007-08-16 Checkfree Corporation Single-security rebalancing
US7809624B1 (en) * 2003-02-25 2010-10-05 Checkfree Corporation Drift determination in multi-style managed client investment account
US7822667B1 (en) 2003-02-25 2010-10-26 Checkfree Corporation Distribution of cash deposits and withdrawals in multi-style managed client investment accounts
US8812388B2 (en) * 2003-02-25 2014-08-19 Fiserv Investment Solutions, Inc. Systems and methods for multi-style portfolio (MSP) cash flow enhancement
US7143061B2 (en) * 2003-03-14 2006-11-28 Jack Lawrence Treynor Method for maintaining an absolute risk level for an investment portfolio
WO2004084021A2 (en) * 2003-03-14 2004-09-30 Jack Lawrence Treynor Method for maintaining an absolute risk level for an investment portfolio
US20050102313A1 (en) * 2003-04-08 2005-05-12 Newriver, Inc. System for locating data elements within originating data sources
US20050125316A1 (en) * 2003-06-25 2005-06-09 Levering Jeffrey B. Method for creating and delivering customized compliance information
US8655755B2 (en) * 2003-10-22 2014-02-18 Scottrade, Inc. System and method for the automated brokerage of financial instruments
US20060167773A1 (en) * 2003-11-12 2006-07-27 Kangle Yang Settlement of auctions by determining quantity before price
US20050198567A1 (en) * 2004-01-29 2005-09-08 Vermeulen Bert M. Web navigation method and system
US8131635B2 (en) * 2004-04-20 2012-03-06 Bank Of America Corporation Method and system to manage a credit portfolio and to trigger credit actions
US20050256797A1 (en) * 2004-05-13 2005-11-17 Scottrade, Inc. Method and apparatus for user-interactive financial instrument trading
US20060265313A1 (en) * 2005-05-17 2006-11-23 Fung Kevin K Trading bids with bounded odds by auction
WO2007116789A1 (en) * 2006-03-30 2007-10-18 Hitachi Chemical Co., Ltd. Risk management support server and job support device
US20080140583A1 (en) * 2006-12-06 2008-06-12 The Manufacturers Life Insurance Company Systems and methods for managing investment supply and demand
JP4513131B2 (en) * 2008-05-23 2010-07-28 住友電気工業株式会社 Method for producing soft magnetic material and method for producing dust core
US20100217725A1 (en) * 2009-02-24 2010-08-26 Clyne Miles A Apparatus for automatic financial portfolio monitoring and associated methods
US8930250B1 (en) 2010-08-26 2015-01-06 Edward Jones & Co. System and method of evaluating an investment portfolio
US8732059B2 (en) 2010-08-26 2014-05-20 Edward D. Jones & Co., L.P. Method and system for building an investment portfolio
US12423752B2 (en) 2012-12-21 2025-09-23 Edward Jones & Co. System and method for income managed account
US9588662B2 (en) * 2014-07-31 2017-03-07 Bank Of America Corporation Data research and risk management assessment application
US20200104931A1 (en) 2018-09-28 2020-04-02 Strike Derivatives Inc. Electronic trade processing system and method

Also Published As

Publication number Publication date
US20020038273A1 (en) 2002-03-28

Similar Documents

Publication Publication Date Title
AU2001271994A1 (en) A method and system for investment integration
AU2001291253A1 (en) Method and system for implementing a combined investment
WO2002007460A8 (en) A system and method for context association
AU2001288372A1 (en) System and method for tele-ophthalmology
AU2001271856A1 (en) A system and method for content optimization
AU2002214667A1 (en) System and method for rapid telepositioning
AU2001270969A1 (en) A method and system for sharing knowledge
AU2001257572A1 (en) Method and system for account activation
AU2001239781A1 (en) Method and system for facilitating a sale
AU2001241638A1 (en) System and method for facilitating a request for proposal process
AU6621001A (en) System and method for producing a patent specification and patent application
AU2001289082A1 (en) Method and system for a lumped-distributed balun
AU2001243371A1 (en) System and method for a command structure representation
AU2002341958A1 (en) A method and system for power reduction
AU2002335924A1 (en) A system and method for fitting clothing
AU2001282935A1 (en) System and method for transponder-enabled account transactions
AU2001296022A1 (en) Investment method, investment apparatus, and investment system
AU2000258144A1 (en) Method and system for performing a location registration
AU2001249483A1 (en) System and method for representing related concepts
AU2001295594A1 (en) Method and system for initiating a communication
WO2002023370A8 (en) Optimization method and system
AU2001262605A1 (en) Method and system for implementing a game
AU2002222170A1 (en) Method and system for icosaborane implantation
AU2002307509A1 (en) Method and system for insuring against investment loss
AU2001279850A1 (en) Method and arrangement for studsystem

Legal Events

Date Code Title Description
BG Complete specifications treated as provisional specifications, section 37

Ref document number: PR637301

Country of ref document: AU