Methods and systems for generating an investment trust...

G - Physics – 06 – Q

Patent

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G06Q 40/06 (2012.01)

Patent

CA 2678497

Methods and corresponding system are provided herewith that, in at least one embodiment, include the act or acts of selecting a targeted investment fund from a plurality of investment funds; retrieving a filter associated with the targeted investment fund, in which the filter comprises one or more criteria for evaluating a security; generating a list of at least one targeted security, in which the at least one targeted security is excluded from the targeted investment fund based on the filter; calculating a carbon footprint of the targeted security; calculating an amount of carbon credit necessary to neutralize the carbon footprint; purchasing the amount of carbon credit; combining the targeted security with the amount of carbon credit in order to generated a rehabilitated security; and storing the rehabilitated security in a trust.

La présente invention concerne des procédés et des systèmes correspondants associés qui, dans au moins un mode de réalisation, comprennent l'étape ou les étapes qui consistent à sélectionner un fond d'investissement ciblé à partir d'une pluralité de fonds d'investissement; à récupérer un filtre associé au fond d'investissement ciblé, dans lequel le filtre comprend un ou plusieurs critères pour évaluer un titre; à générer une liste d'au moins un titre ciblé, dans lequel le ou les titres ciblés sont exclus du fond d'investissement ciblé sur la base du filtre; à calculer une empreinte carbone du titre ciblé; à calculer une quantité de crédit carbone nécessaire pour neutraliser l'empreinte carbone; à acheter la quantité de crédit carbone; à associer le titre ciblé à la quantité de crédit carbone afin de générer un titre réhabilité; et à stocker le titre réhabilité dans un organisme de placement collectif.

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