SYSTEM AND METHOD FOR ALLOCATION AND PERIODIC DISTRIBUTION OF RETIREMENT CAPITAL

SYSTEM AND METHOD FOR ALLOCATION AND PERIODIC DISTRIBUTION OF RETIREMENT CAPITAL

Provided herein are a system and method for investing, allocating and periodically distributing pooled capital between investors sorted into a plurality of cohorts based on one or more of age, gender, and investor type. The system and method described herein may periodically distribute to investors...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: ASTLE, Thomas Blair, SEIF, Som, HAEFELE, Paul Anthony, TASEVSKI, Vlad, BALUTA, Alexander William
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:Provided herein are a system and method for investing, allocating and periodically distributing pooled capital between investors sorted into a plurality of cohorts based on one or more of age, gender, and investor type. The system and method described herein may periodically distribute to investors capital generated from investment returns and mortality of the investors, as will be described in greater detail below. The system may include at least one computing device that provides a computing platform to enable fund managers and, in some embodiments, individual or retail investors, to interface with the system. The platform may guide individual investors through an onboarding process involving collection of information about the investor, such as age, gender and investor type.