SYSTEM AND METHOD FOR PLAN INVESTMENT MANAGEMENT

摘要

A method and system for plan investment management are provided. The method includes: determining criteria for analysis of a plurality of funds; weighting the criteria; analyzing the plurality of funds, wherein analyzing includes: retrieving fund data with respect to each fund of the plurality of funds; analyzing the fund data in relation to the weighted criteria; ranking each fund based on the analysis. The method also includes: reporting the ranking of each fund of the plurality of funds; and selecting funds for the plan. The system includes: a monitoring module for retrieving fund data with respect to each fund of a plurality of funds; an analysis module configured to determine and weight criteria for analysis of each fund within the plurality of funds, the analysis module further configured to analyze the fund data in relation to the weighted criteria and rank each fund based on the analysis; a reporting module configured to rank each fund within the plurality of funds; and a selection component configured to select funds for the plan.

主权项

1. A method for investment plan management comprising:
determining criteria for analysis of a plurality of funds; weighting the criteria; analyzing the plurality of funds, wherein analyzing comprises
retrieving fund data with respect to each fund of the plurality of funds;analyzing the fund data in relation to the weighted criteria;ranking each fund based on the analysis; reporting the ranking of each fund of the plurality of funds; and selecting funds for the plan.