SYSTEM AND METHOD FOR ANONYMOUSLY IDENTIFYING MEMBERS OF A SYNDICATE FOR AN INVESTMENT THEME

摘要

A fund management system may determine an investment theme based on aggregated information related to investment research activities of a plurality of users and determine a set of potential users to include in a syndicate for the investment theme, wherein the investment theme comprises a topic on which the syndicate may base a strategy for a new investment fund. The fund management system may notify the first user of inclusion in the set of potential users of the syndicate by providing information about the syndicate; and restricting access of the first user to information related to any members of syndicate or information related to other users in the set of potential users. Responsive to the first user indicating acceptance of membership in the syndicate, the fund management system may add the first user as a member of the syndicate and provide information related to other members of syndicate.

主权项

1. A computing system for investment fund management configured to anonymously identify users for syndicates for investment themes for new investment funds, comprising:
a memory device; one or more physical processors programmed with computer readable instructions to: monitor user activity with respect to one or more documents stored at the memory device; obtain aggregated information related to investment research activities of a plurality of users based on the monitored user activity; determine a first investment theme based on the aggregated information; determine a set of potential users to include in a syndicate for the first investment theme, wherein the first investment theme comprises a topic on which the syndicate may base a strategy for a new investment fund, the set of potential users comprising a first user and a second user from the plurality of users; cause an invitation to be transmitted to the first user, wherein the invitation invites the first user to accept a membership in the syndicate to be included in the set of potential users; provide information about the syndicate to the first user; restrict access by the first user to information related to any members of the syndicate or information related to other users in the set of potential users; and responsive to the first user indicating acceptance of the membership in the syndicate:
add the first user as a member of the syndicate;obtain information related to the first user; andprovide the information related to the first user to other members of the syndicate.