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AU2001236815A1 - Participant controlled mutual fund - Google Patents

Participant controlled mutual fund

Info

Publication number
AU2001236815A1
AU2001236815A1 AU2001236815A AU3681501A AU2001236815A1 AU 2001236815 A1 AU2001236815 A1 AU 2001236815A1 AU 2001236815 A AU2001236815 A AU 2001236815A AU 3681501 A AU3681501 A AU 3681501A AU 2001236815 A1 AU2001236815 A1 AU 2001236815A1
Authority
AU
Australia
Prior art keywords
mutual fund
controlled mutual
participant controlled
participant
fund
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
AU2001236815A
Inventor
Gregory A. D'amico
Robert A. Loest
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.)
IPS ADVISORY Inc
Original Assignee
IPS ADVISORY Inc
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 IPS ADVISORY Inc filed Critical IPS ADVISORY Inc
Publication of AU2001236815A1 publication Critical patent/AU2001236815A1/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
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • 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)
AU2001236815A 2000-02-10 2001-02-09 Participant controlled mutual fund Abandoned AU2001236815A1 (en)

Applications Claiming Priority (5)

Application Number Priority Date Filing Date Title
US18158000P 2000-02-10 2000-02-10
US60/181,580 2000-02-10
US22125500P 2000-07-27 2000-07-27
US60/221,255 2000-07-27
PCT/US2001/004196 WO2001059665A1 (en) 2000-02-10 2001-02-09 Participant controlled mutual fund

Publications (1)

Publication Number Publication Date
AU2001236815A1 true AU2001236815A1 (en) 2001-08-20

Family

ID=26877304

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001236815A Abandoned AU2001236815A1 (en) 2000-02-10 2001-02-09 Participant controlled mutual fund

Country Status (3)

Country Link
US (1) US20010034641A1 (en)
AU (1) AU2001236815A1 (en)
WO (1) WO2001059665A1 (en)

Families Citing this family (18)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7386494B1 (en) * 2000-02-11 2008-06-10 Charles Schwab & Co., Inc. Method and apparatus for receiving a subscription for a security
US20020116311A1 (en) * 2001-02-21 2002-08-22 Annuitynet, Inc. Method of managing financial investments on a group basis
US20030177084A1 (en) * 2002-03-14 2003-09-18 Cassani Michael J. Charitable investment fund
US20040249735A1 (en) * 2002-03-14 2004-12-09 Cassani Michael Joseph Charitable investment fund
AU2003234214A1 (en) * 2002-04-25 2003-11-10 Foliofn, Inc. Method and apparatus for converting collectively owned and pooled investment accounts into individually owned accounts
US20050097022A1 (en) * 2003-10-31 2005-05-05 Robert Silman System and method for investment in a portfolio of entertainment productions
US8799120B2 (en) * 2003-11-14 2014-08-05 Capital One Financial Corporation Systems and methods for managing a financial investment fund
US20060247996A1 (en) * 2004-01-28 2006-11-02 Feldman Jeffrey L Portfolio selection for (healthcare) technology investment
US7783547B1 (en) * 2004-12-10 2010-08-24 HedgeCity Corporation System and method for determining hedge strategy stock market forecasts
US8788318B1 (en) 2005-01-21 2014-07-22 Broadbridge Investor Communication Solutions, Inc. Methods and systems for consolidating, distributing and integrating issuer information for a voting entity
BRPI0500426A (en) * 2005-02-11 2006-09-26 Ricardo Capucio Borges ptec - technological process for creating and conducting collaborative events
US7813985B2 (en) * 2005-08-16 2010-10-12 Elm Income Group, Inc. Equity-indexed annuity for group savings programs
US7865423B2 (en) * 2005-08-16 2011-01-04 Bridgetech Capital, Inc. Systems and methods for providing investment opportunities
US20090186689A1 (en) * 2008-01-21 2009-07-23 Hughes John M Systems and methods for providing investment opportunities
US20100153178A1 (en) * 2008-12-15 2010-06-17 Webbchange, Llc System for determining the intrinsic value provided to internet users by selected web sites
SG11201607340PA (en) * 2014-03-07 2016-11-29 Michihiro Sato Securities issuing system and method for acquiring funds
US11556991B1 (en) * 2017-12-29 2023-01-17 Wells Fargo Bank, N.A. Network-based joint investment platform
WO2025042748A2 (en) * 2023-08-18 2025-02-27 Invotum Inc. System and method for enabling asset ownership rights in an investment fund

Family Cites Families (17)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5852811A (en) * 1987-04-15 1998-12-22 Proprietary Financial Products, Inc. Method for managing financial accounts by a preferred allocation of funds among accounts
US5758097A (en) * 1990-12-20 1998-05-26 Americus Stock Process Corp. System for voting stock component interests
US6112188A (en) * 1992-10-30 2000-08-29 Hartnett; William J. Privatization marketplace
AU7686994A (en) * 1993-08-18 1995-03-21 Wells Fargo Nikko Investment Advisors Investment fund management method and system
CA2119921C (en) * 1994-03-23 2009-09-29 Sydney H. Belzberg Computerized stock exchange trading system
US6018722A (en) * 1994-04-18 2000-01-25 Aexpert Advisory, Inc. S.E.C. registered individual account investment advisor expert system
US5761442A (en) * 1994-08-31 1998-06-02 Advanced Investment Technology, Inc. Predictive neural network means and method for selecting a portfolio of securities wherein each network has been trained using data relating to a corresponding security
US5845266A (en) * 1995-12-12 1998-12-01 Optimark Technologies, Inc. Crossing network utilizing satisfaction density profile with price discovery features
US5806047A (en) * 1995-09-25 1998-09-08 Metlife Life Insurance Company System for combined pool portfolio
US5806048A (en) * 1995-10-12 1998-09-08 Mopex, Inc. Open end mutual fund securitization process
US5930774A (en) * 1996-01-29 1999-07-27 Overlap, Inc. Method and computer program for evaluating mutual fund portfolios
US5946666A (en) * 1996-05-21 1999-08-31 Albert Einstein Healthcare Network Monitoring device for financial securities
US5978778A (en) * 1996-12-30 1999-11-02 O'shaughnessy; James P. Automated strategies for investment management
US5918217A (en) * 1997-12-10 1999-06-29 Financial Engines, Inc. User interface for a financial advisory system
US6996539B1 (en) * 1998-03-11 2006-02-07 Foliofn, Inc. Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
US6078904A (en) * 1998-03-16 2000-06-20 Saddle Peak Systems Risk direct asset allocation and risk resolved CAPM for optimally allocating investment assets in an investment portfolio
US6484151B1 (en) * 1999-07-23 2002-11-19 Netfolio, Inc. System and method for selecting and purchasing stocks via a global computer network

Also Published As

Publication number Publication date
WO2001059665A9 (en) 2002-10-24
WO2001059665A1 (en) 2001-08-16
US20010034641A1 (en) 2001-10-25

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