发明名称 |
SYSTEM FOR COMBINED POOL PORTFOLIO |
摘要 |
A data processing system is disclosed for contributed employer securities in pension accounts which is directed specifically to the control, tracing of transactions and allocation of available assets among participants. This system allows pension plans and individuals' pension accounts which own employer securities to transfer the employer securities into a combined pool. The pool manages the combined portfolio, selling portions of the contributed stocks and purchasing other financial instruments to increase diversification. The system checks prospective participants for pre-specified admission requirements and traces the flow of securities and cash between the combined pool and the participants. |
申请公布号 |
WO9712336(A1) |
申请公布日期 |
1997.04.03 |
申请号 |
WO1996US15310 |
申请日期 |
1996.09.25 |
申请人 |
METROPOLITAN LIFE INSURANCE COMPANY |
发明人 |
HACKEL, KENNETH, S.;LIVNAT, JOSHUA |
分类号 |
G06Q40/02;G06Q40/04;G06Q40/06 |
主分类号 |
G06Q40/02 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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