TECHNIQUES FOR GENERATING AND MANAGING ELECTRONIC INVESTMENT CONTRACTS

摘要

A computerized method for generating an electronic investment contract. The electronic investment contract provides enhanced flexibility through the use of investor-selectable allocation parameters and response parameters linked to one or more investment asset categories 615, 628. More specifically, an investment identifier is used to uniquely specify a corresponding electronic investment contract 404, 406. Each of one or more investment identifiers is associated with an investment amount and one or more asset category identifiers 407. The asset category identifier uniquely specifies an investment asset category, and it is associated with a corresponding allocation parameter and a corresponding response parameter 429. The allocation parameter 911 specifies an allocation amount to be indexed to the corresponding asset category identifier, and the response parameter specifies a relationship between the allocation amount and any subsequent price and/or net worth changes in the corresponding investment asset category.