System and method for facilitating unified trading and control for a sponsoring organization's money management process
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United States of America Patent
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Mar 22, 2011
Grant Date -
Jun 3, 2010
app pub date -
Feb 4, 2010
filing date -
Apr 12, 2006
priority date (Note) -
In Force
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Abstract
An embodiment of the present invention provides a system, method, process, software and standards that enable a unified trading and control process utilized by sponsoring organizations and asset managers (money managers) for sub advised or externally managed investment portfolios as to increase control over the trading process by a sponsoring organization, enhance regulatory compliance, substantially lower trading costs and improve investment performance on a recurring basis for the shareholders and beneficiaries investing in registered and non registered mutual funds and institutional investment portfolios.
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