Systems and methods for providing investment performance data to investors
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United States of America Patent
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Jan 8, 2013
Grant Date -
Jan 7, 2010
app pub date -
Jul 2, 2009
filing date -
Jul 2, 2008
priority date (Note) -
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Abstract
Systems and methods for generating a performance index are described. A rank score is generated for each investor relative to a group of investors of which the investor is a member. Generation of the rank score uses investment data of a portfolio of the investor, and the portfolio comprises at least one investment position. A set of investors is selected from the group of investors, and the selection is based on the rank score of each investor. The performance index is generated to provide a measure of performance of top individual investors over time relative to a market index. Generation of the performance index includes generating a composite portfolio comprising investment positions of each portfolio of each investor of the set of investors.
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