| 摘要 |
An investment system for collecting, adjusting, monitoring and directing data from beneficiaries, customers, superannuation member accounts (investors) where the investor has not made any direction or indication of the third party controlling entity in regards to the investment option, style or type. The system computes a matrix of hurdle levels (potential goals or targets) across the whole pool of eligible investors and sets glide paths (percentage of growth of assets at different stages of the investment) for each of the hurdles. The system automatically provides asset allocations and advice to individual investors and provides asset allocations and advice to third party entities such as a trustee organisation managing investors' funds.
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