SYSTEM AND METHOD FOR CREATING AN INVESTMENT POLICY STATEMENT

SYSTEM AND METHOD FOR CREATING AN INVESTMENT POLICY STATEMENT

A system and method for the creation of an Investment Policy Statement ("IPS"). A user may create or modify paragraphs and sections of an IPS template with response dependent fields. Asset allocation models are available from the system, or a user can create an unlimited number of custom a...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: ELDRED MICHAEL C, GILBERT CHAD A, BOONE NORMAN M, LUBITZ BOONE LINDA S
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:A system and method for the creation of an Investment Policy Statement ("IPS"). A user may create or modify paragraphs and sections of an IPS template with response dependent fields. Asset allocation models are available from the system, or a user can create an unlimited number of custom asset allocation models. An IPS is generated for a client by completing an IPS questionnaire. Based upon answers to the IPS questionnaire, response dependent fields are completed and various response dependent fields are shown or hidden in the IPS.