ACTIVE SHARE PORTFOLIO MONITORING, CALIBRATION, MANAGEMENT, AND FEE CALCULATION TOOL

摘要

Systems and methods that facilitate monitoring and management of active funds are disclosed. These systems and methods can allow users to: (1) Accurately determine and monitor what portion of their investment is actively invested; (2) Properly compensate those managers based upon their level of active investment; (3) Define the specific level of active investment at which they want their investments managed; (4) Verify which index is being used to design and manage their active investment portfolio; and (5) Compare various indices to each other to fully understand which index best meets their investment objectives.