System and method of investing funds

G - Physics – 06 – Q

Patent

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G06Q 40/00 (2006.01)

Patent

CA 2530476

In one aspect, the invention provides a data communications network including communication devices enabling communication between a user and a funds investment system, a method of investing funds with asset manager programs by distributing total funds available for investment to a plurality of asset manager programs said distribution effected by performing the method step of performing a plurality of intermediate allocations, each intermediate allocation according with predefined rules supplied to the system by the user over the communications network and repeating the step of performing intermediate allocations until all available funds are allocated with asset manager programs.

Selon un aspect, l'invention concerne un réseau de transmission de données qui comprend des dispositifs établissant la communication entre un utilisateur et un système d'investissement de fonds, et un procédé d'investissement de fonds reposant sur des programmes de gestion d'actifs par distribution du total des fonds disponibles à l'investissement auprès d'une pluralité de programmes de gestion de fonds. La distribution s'effectue par le biais de plusieurs attributions intermédiaires, chacune intervenant sur la base de règles prédéfinies fournies au système par l'utilisateur, via le réseau, et l'étape des attributions intermédiaires se répète jusqu'au moment où les fonds disponibles sont attribués par le biais des programmes de gestion d'actifs considérés.

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