Investment portfolio compliance system
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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Jul 22, 2008
Grant Date -
Sep 4, 2003
app pub date -
Mar 1, 2002
filing date -
Mar 1, 2002
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
A method is disclosed for determining whether a transaction involving a financial instrument is in compliance with investment objectives associated with an investment portfolio. The method includes the step of providing a rule pertaining to an investment objective, wherein the rule contains a reference to a dynamic database having one or more related entries. The method also includes the steps of applying the rule to an investment request regarding a transaction involving a financial instrument, referring to the dynamic database to incorporate each related entry into the rule, and determining whether the investment request complies with the rule.
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