发明名称 TECHNIQUES FOR GENERATING AND MANAGING ELECTRONIC INVESTMENTCONTRACTS
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 i s 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 t he corresponding asset category identifier, and the response parameter specifie s a relationship between the allocation amount and any subsequent price and/or net worth changes in the corresponding investment asset category.
申请公布号 CA2440275(A1) 申请公布日期 2002.09.19
申请号 CA20022440275 申请日期 2002.02.26
申请人 INVESDEX, LTD. 发明人 CHAMPION, ROBERT;COSTELLO, VALERE
分类号 G06F;G06Q40/06 主分类号 G06F
代理机构 代理人
主权项
地址