Investment analysis and reporting system and method

A method and system for analyzing and reporting institutional investments provides a single platform for daily investment accounting, compliance, performance, and risk reports for investment portfolios held at single or multiple custody/safekeeping locations. The method involves retrieving transacti...

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Bibliographische Detailangaben
Hauptverfasser: GROWNEY CHRISTOPHER J, DUNN JAMES T, HILL BRIAN A, REED JUSTIN K, BATES DOUGLAS K, PRICE PAUL D, BOREN DAVID R, BOREN MICHAEL K, PRICE JAMES D, ANDERSON JEREK J, DUNN CHARLES D
Format: Patent
Sprache:eng
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